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

Congress 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 Q2	$7M	Sell	43,402 -97	-0.2%	-$15.5K	0.07%	319
2025 Q1	$7.4M	Buy	43,499 +455	+1%	+$79K	0.09%	255
2024 Q4	$7.15M	Buy	43,044 +825	+2%	+$141K	0.1%	238
2024 Q3	$7.26M	Buy	+42,219	New	+$6.99M	0.1%	250

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

Congress Wealth Management's FBT Position: Q2 2025 in Review

Congress Wealth Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.22% in Q2 2025, selling an estimated $15.5K and leaving 43,402 shares worth $7M. The position accounts for 0.07% of the portfolio, ranked #319.

Congress Wealth Management first reported a position in FBT in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.4M in Q1 2025. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Congress Wealth Management held 43,402 shares of First Trust NYSE Arca Biotechnology Index Fund worth $7M as of Q2 2025.
Congress Wealth Management sold 97 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $15.5K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #319 holding.
Congress Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2024 and has held it in 4 quarters since.
Congress Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $7.4M in Q1 2025.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.