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TrueFG’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

TrueFG’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Hold
863
– – 0.05% 65
2026
Q2 		$214K Buy
+863
New +$186K 0.05% 70

Other funds holding FBT

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

TrueFG's FBT Position: Q3 2026 in Review

TrueFG held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 863 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #65.

TrueFG first reported a position in FBT in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • TrueFG held 863 shares of First Trust NYSE Arca Biotechnology Index Fund worth $235K as of Q3 2026.
  • TrueFG left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of TrueFG's portfolio in Q3 2026, its #65 holding.
  • TrueFG first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.