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Capital A Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Capital A Wealth Management’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
Q1 		– Sell
-4
Closed -$665 – 771
2024
Q4 		$665 Buy
+4
New +$683 ﹤0.01% 620

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Capital A Wealth Management's FBT Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 4 shares — an estimated $665 sold.

Capital A Wealth Management first reported a position in FBT in Q4 2024 and held it in 1 quarter. The position peaked at $665 in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 4 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $665.
  • Capital A Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $665 in Q4 2024.
  • 269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.