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- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust NYSE Arca Biotechnology Index Fund(FBT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FBT
10/28/2026: FBT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
FBT provides equal-weighted exposure to the U.S. biotechnology sector, allowing investors to capture growth across a broad array of firms without the heavy concentration of a few large-cap entities. Its main strengths include a disciplined index methodology and a clear focus on sector-specific innovation, making it a reliable tool for thematic allocation. However, investors must be prepared for the inherent risks of the biotechnology industry, such as regulatory challenges and clinical trial outcomes. The fund is best suited for growth-oriented investors who can tolerate significant volatility and view the sector as a long-term strategic addition to their portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The biotechnology sector is a primary engine for high-growth potential driven by scientific innovation. |
| Momentum investor | Strong fit while signal remains positive | Biotech stocks often exhibit strong price momentum fueled by clinical data releases and sector sentiment. |
| Value investor | Weak fit | The sector is typically characterized by high R&D spending and speculative valuations rather than traditional value metrics. |
| Dividend/Income investor | Weak fit | Most biotechnology companies reinvest earnings into research and do not pay significant dividends. |
| Low-risk investor | Weak fit | The inherent regulatory and clinical risks in biotechnology make it a high-volatility investment. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth through the biotechnology sector and comfortable with the high volatility inherent in medical innovation.
Suitability
FBT is best suited for long-term investors looking for thematic growth exposure rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Clinical trial results and patent expirations frequently cause sharp price swings in biotech stocks. |
| Market risk | Medium / high | The fund is sensitive to broader healthcare sector sentiment and macroeconomic interest rate shifts. |
| Concentration | Low | The equal-weighting strategy effectively mitigates the risk of single-stock dominance within the portfolio. |
| Tracking/expense | Low | The fund generally tracks its index reliably, with expenses aligned with specialized sector products. |
| Liquidity | Medium | While adequate, liquidity can tighten during periods of extreme market stress in the biotech sector. |
| Business/sector quality | High | Investment outcomes are binary and dependent on the success of medical research and regulatory approvals. |
Risk Analysis
Volatility
FBT exhibits high historical volatility due to the clinical and regulatory nature of its underlying assets.
Market Risk
The fund faces significant concentration risk in healthcare innovation, where outcomes are often binary.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Biotechnology Stocks (Equal-Weighted) | 99.5 | The fund holds a diverse basket of biotechnology firms where each stock has a similar impact on portfolio performance. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small residual cash position held for operational liquidity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 57.24% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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