Atria Wealth Solutions’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$452K	Sell	2,802 -3,517	-56%	-$560K	0.01%	963
2025 Q1	$1.07M	Sell	6,319 -1,335	-17%	-$232K	0.01%	856
2024 Q4	$1.27M	Sell	7,654 -2,517	-25%	-$430K	0.01%	828
2024 Q3	$1.75M	Buy	10,171 +4,717	+86%	+$781K	0.02%	684
2024 Q2	$840K	Sell	5,454 -30	-0.5%	-$4.5K	0.01%	972
2024 Q1	$843K	Buy	5,484 +4	+0.1%	+$610	0.01%	990
2023 Q4	$866K	Buy	5,480 +1,251	+30%	+$180K	0.01%	930
2023 Q3	$619K	Buy	4,229 +84	+2%	+$12.8K	0.01%	1033
2023 Q2	$635K	Sell	4,145 -611	-13%	-$95.3K	0.01%	1044
2023 Q1	$737K	Buy	4,756 +1,180	+33%	+$185K	0.01%	946
2022 Q4	$551K	Sell	3,576 -367	-9%	-$54.1K	0.01%	1031
2022 Q3	$520K	Sell	3,943 -7	-0.2%	-$982	0.01%	1000
2022 Q2	$535K	Sell	3,950 -1,879	-32%	-$259K	0.01%	940
2022 Q1	$869K	Buy	+5,829	New	+$862K	0.01%	791

Other funds holding FBT

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's FBT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 56% in Q2 2025, selling an estimated $560K and leaving 2,802 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #963.

Atria Wealth Solutions first reported a position in FBT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2024. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Atria Wealth Solutions held 2,802 shares of First Trust NYSE Arca Biotechnology Index Fund worth $452K as of Q2 2025.
Atria Wealth Solutions sold 3,517 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $560K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #963 holding.
Atria Wealth Solutions first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.75M in Q3 2024.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.