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

Truvestments Capital’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 Q2	$18.6K	Buy	+75	New	+$16.2K	﹤0.01%	693
2023 Q1	–	Sell	-108	Closed	-$16.6K	–	780
2022 Q4	$16.6K	Hold	108	–	–	0.01%	404
2022 Q3	$14K	Hold	108	–	–	0.01%	375
2022 Q2	$15K	Buy	+108	New	+$14.9K	0.01%	369
2022 Q1	–	Sell	-108	Closed	-$17K	–	301
2021 Q4	$17K	Hold	108	–	–	0.01%	357
2021 Q3	$18K	Hold	108	–	–	0.01%	331
2021 Q2	$19K	Hold	108	–	–	0.01%	325
2021 Q1	$17K	Hold	108	–	–	0.01%	387
2020 Q4	$18K	Buy	+108	New	+$17.5K	0.01%	372
2020 Q3	–	Sell	-108	Closed	-$18K	–	398
2020 Q2	$18K	Buy	+108	New	+$16.9K	0.02%	317
2020 Q1	–	Sell	-3,148	Closed	-$468K	–	524
2019 Q4	$468K	Buy	3,148 +155	+5%	+$21.3K	0.32%	89
2019 Q3	$370K	Sell	2,993 -75	-2%	-$9.98K	0.24%	97
2019 Q2	$432K	Buy	3,068 +665	+28%	+$91.8K	0.29%	82
2019 Q1	$362K	Buy	+2,403	New	+$346K	0.28%	80
2018 Q3	$623K	Buy	+3,929	New	+$595K	0.3%	89

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Truvestments Capital's FBT Position: Q2 2026 in Review

Truvestments Capital opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 75 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in FBT as recently as Q4 2022.

Truvestments Capital first reported a position in FBT in Q3 2018 and has held it in 15 quarters since. The position peaked at $623K in Q3 2018. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Truvestments Capital held 75 shares of First Trust NYSE Arca Biotechnology Index Fund worth $18.6K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Truvestments Capital position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #693 holding.
Truvestments Capital first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and has held it in 15 quarters since.
Truvestments Capital's First Trust NYSE Arca Biotechnology Index Fund position peaked at $623K in Q3 2018.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.