Focus Partners Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Focus Partners Wealth’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	–	Sell	-5,756	Closed	-$979K	–	2072
2025 Q1	$979K	Sell	5,756 -75	-1%	-$13K	﹤0.01%	1078
2024 Q4	$969K	Buy	+5,831	New	+$996K	﹤0.01%	1069
2024 Q3	–	Sell	-6,597	Closed	-$1.02M	–	1619
2024 Q2	$1.02M	Buy	6,597 +932	+16%	+$140K	﹤0.01%	794
2024 Q1	$871K	Buy	+5,665	New	+$864K	0.01%	632

Other funds holding FBT

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's FBT Position: Q2 2025 in Review

Focus Partners Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 5,756 shares — an estimated $979K sold.

Focus Partners Wealth first reported a position in FBT in Q1 2024 and held it in 4 quarters. The position peaked at $1.02M in Q2 2024. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Focus Partners Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
Focus Partners Wealth sold 5,756 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $979K.
Focus Partners Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and held it in 4 quarters.
Focus Partners Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.02M in Q2 2024.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.