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First Trust Amex Biotech Index Fnd shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in First Trust Amex Biotech Index Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Amex Biotech Index Fnd held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Amex Biotech Index Fnd by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 834 247.89

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Top funds holding First Trust Amex Biotech Index Fnd

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Royal Bank of Canada
Bank of America Corporation
UBS Group
Bessemer
Berger Financial Group
Nilsine Partners
Stifel Financial
Two Sigma Investments
WCG Wealth Advisors
Wiley Bros.-aintree Capital

View all funds holding First Trust Amex Biotech Index Fnd