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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7M	Sell	43,402 -97	-0.2%	-$15.6K	0.07%	319
2025 Q1	$7.4M	Buy	43,499 +455	+1%	+$77.4K	0.09%	255
2024 Q4	$7.15M	Buy	43,044 +825	+2%	+$137K	0.1%	238
2024 Q3	$7.26M	Buy	+42,219	New	+$7.26M	0.1%	250