Atwood & Palmer’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-75	Closed	-$12.1K	–	505
2025 Q2	$12.1K	Hold	75	–	–	﹤0.01%	370
2025 Q1	$12.8K	Hold	75	–	–	﹤0.01%	315
2024 Q4	$12.5K	Hold	75	–	–	﹤0.01%	325
2024 Q3	$12.9K	Hold	75	–	–	﹤0.01%	319
2024 Q2	$11.6K	Hold	75	–	–	﹤0.01%	331
2024 Q1	$11.5K	Hold	75	–	–	﹤0.01%	302
2023 Q4	$11.9K	Hold	75	–	–	﹤0.01%	308
2023 Q3	$11K	Hold	75	–	–	﹤0.01%	301
2023 Q2	$11.5K	Hold	75	–	–	﹤0.01%	309
2023 Q1	$11.6K	Hold	75	–	–	﹤0.01%	293
2022 Q4	$11.6K	Hold	75	–	–	﹤0.01%	313
2022 Q3	$10K	Hold	75	–	–	﹤0.01%	304
2022 Q2	$10K	Hold	75	–	–	﹤0.01%	323
2022 Q1	$11K	Sell	75 -80	-52%	-$11.8K	﹤0.01%	358
2021 Q4	$25K	Sell	155 -65	-30%	-$10.5K	﹤0.01%	295
2021 Q3	$37K	Hold	220	–	–	﹤0.01%	243
2021 Q2	$38K	Sell	220 -605	-73%	-$99.9K	﹤0.01%	239
2021 Q1	$132K	Sell	825 -9,530	-92%	-$1.63M	0.01%	164
2020 Q4	$1.74M	Sell	10,355 -335	-3%	-$54.3K	0.19%	66
2020 Q3	$1.68M	Buy	10,690 +10,515	+6,009%	+$1.72M	0.21%	60
2020 Q2	$29K	Hold	175	–	–	﹤0.01%	206
2020 Q1	$23K	Hold	175	–	–	﹤0.01%	213
2019 Q4	$26K	Sell	175 -125	-42%	-$17.2K	﹤0.01%	210
2019 Q3	$37K	Sell	300 -14,050	-98%	-$1.87M	0.01%	203
2019 Q2	$2.02M	Buy	14,350 +215	+2%	+$29.7K	0.27%	52
2019 Q1	$2.13M	Buy	14,135 +285	+2%	+$41K	0.3%	49
2018 Q4	$1.72M	Buy	13,850 +105	+0.8%	+$14.4K	0.27%	53
2018 Q3	$2.18M	Buy	+13,745	New	+$2.08M	0.28%	50
2017 Q1	–	Sell	-18	Closed	-$2K	–	306
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	318
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	310
2016 Q2	$2K	Hold	18	–	–	﹤0.01%	292
2016 Q1	$2K	Sell	18 -13,224	-100%	-$1.16M	﹤0.01%	299
2015 Q4	$1.5M	Buy	13,242 +807	+6%	+$86.9K	0.28%	57
2015 Q3	$1.26M	Buy	12,435 +395	+3%	+$47K	0.25%	60
2015 Q2	$1.49M	Sell	12,040 -35	-0.3%	-$4.22K	0.27%	60
2015 Q1	$1.43M	Sell	12,075 -780	-6%	-$88.2K	0.25%	61
2014 Q4	$1.31M	Buy	12,855 +1,680	+15%	+$164K	0.24%	56
2014 Q3	$1.03M	Buy	11,175 +65	+0.6%	+$5.64K	0.19%	65
2014 Q2	$915K	Buy	11,110 +3,080	+38%	+$235K	0.24%	59
2014 Q1	$616K	Buy	8,030 +245	+3%	+$19.1K	0.14%	65
2013 Q4	$539K	Buy	7,785 +5	+0.1%	+$328	0.13%	72
2013 Q3	$504K	Buy	7,780 +4,245	+120%	+$268K	0.14%	70
2013 Q2	$206K	Buy	+3,535	New	+$202K	0.06%	97

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atwood & Palmer's FBT Position: Q3 2025 in Review

Atwood & Palmer sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2025, closing a stake of 75 shares — an estimated $12.1K sold.

Atwood & Palmer first reported a position in FBT in Q2 2013 and held it in 43 quarters. The position peaked at $2.18M in Q3 2018. 253 funds tracked by Wall St. Rank hold FBT as of Q3 2025.

Atwood & Palmer reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 75 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2025, an estimated $12.1K.
Atwood & Palmer first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 43 quarters.
Atwood & Palmer's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.18M in Q3 2018.
253 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.