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Clarus Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Clarus Wealth Advisors’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
-3,627
Closed -$632K – 97
2024
Q4 		$632K Sell
3,627
-35
-1% -$5.98K 0.31% 72
2024
Q3 		$620K Sell
3,662
-334
-8% -$55.3K 0.32% 69
2024
Q2 		$625K Sell
3,996
-72
-2% -$10.8K 0.33% 63
2024
Q1 		$614K Buy
4,068
+213
+6% +$32.5K 0.35% 63
2023
Q4 		$581K Buy
+3,855
New +$554K 0.34% 66
2023
Q2 		$565K Buy
3,783
+1,060
+39% +$165K 0.34% 59
2023
Q1 		$429K Sell
2,723
-12
-0.4% -$1.89K 0.27% 79
2022
Q4 		$437K Buy
2,735
+361
+15% +$53.3K 0.29% 75
2022
Q3 		$315K Sell
2,374
-38
-2% -$5.33K 0.22% 83
2022
Q2 		$341K Buy
2,412
+93
+4% +$12.8K 0.24% 76
2022
Q1 		$352K Buy
2,319
+301
+15% +$44.5K 0.22% 75
2021
Q4 		$311K Buy
2,018
+201
+11% +$32.5K 0.18% 81
2021
Q3 		$296K Sell
1,817
-5
-0.3% -$854 0.18% 80
2021
Q2 		$311K Buy
1,822
+172
+10% +$28.4K 0.19% 80
2021
Q1 		$262K Buy
1,650
+234
+17% +$40.1K 0.16% 107
2020
Q4 		$249K Buy
1,416
+1
+0.1% +$162 0.17% 110
2020
Q3 		$224K Buy
1,415
+122
+9% +$19.9K 0.17% 109
2020
Q2 		$224K Buy
+1,293
New +$203K 0.19% 112
2020
Q1 		– Sell
-1,435
Closed -$217K – 123
2019
Q4 		$217K Buy
+1,435
New +$197K 0.14% 126
2019
Q3 		– Sell
-1,438
Closed -$203K – 268
2019
Q2 		$203K Buy
1,438
+1,178
+453% +$163K 0.15% 107
2019
Q1 		$39K Buy
260
+10
+4% +$1.44K 0.03% 334
2018
Q4 		$31K Hold
250
– – 0.05% 328
2018
Q3 		$40K Hold
250
– – 0.03% 327
2018
Q2 		$33K Buy
+250
New +$34.3K 0.03% 348

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

Clarus Wealth Advisors's FBT Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 3,627 shares — an estimated $632K sold.

Clarus Wealth Advisors first reported a position in FBT in Q2 2018 and held it in 24 quarters. The position peaked at $632K in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,627 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $632K.
  • Clarus Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and held it in 24 quarters.
  • Clarus Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $632K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.