DWS
FBT icon

Dynamic Wealth Strategies’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Dynamic Wealth Strategies’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
2026
Q1 		$103K Hold
515
– – 0.06% 118
2025
Q4 		$106K Buy
515
+50
+11% +$9.99K 0.06% 114
2025
Q3 		$83.4K Hold
465
– – 0.06% 113
2025
Q2 		$75K Hold
465
– – 0.05% 110
2025
Q1 		$79.1K Buy
+465
New +$80.8K 0.07% 110
2024
Q4 		– Sell
-318
Closed -$55K – 127
2024
Q3 		$55K Hold
318
– – 0.04% 123
2024
Q2 		$49K Hold
318
– – 0.04% 123
2024
Q1 		$49K Hold
318
– – 0.04% 128
2023
Q4 		$50.3K Buy
+318
New +$45.7K 0.05% 121

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $1.78B AUM 15.72% 1-Year Est. Return