Empirical Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Empirical Asset 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	-22,502	Closed	-$22.5K	–	359
2024 Q4	$22.5K	Hold	22,502	–	–	0.01%	419
2024 Q3	$22.5K	Hold	22,502	–	–	0.01%	301
2024 Q2	$22.5K	Buy	+22,502	New	+$3.38M	0.01%	341

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Empirical Asset Management's FBT Position: Q1 2025 in Review

Empirical Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 22,502 shares — an estimated $22.5K sold.

Empirical Asset Management first reported a position in FBT in Q2 2024 and held it in 3 quarters. The position peaked at $22.5K in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

Empirical Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
Empirical Asset Management sold 22,502 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $22.5K.
Empirical Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and held it in 3 quarters.
Empirical Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $22.5K in Q4 2024.
269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.