Global Financial Private Client’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Global Financial Private Client’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	-11	Closed	-$1.87K	–	681
2025 Q1	$1.87K	Hold	11	–	–	﹤0.01%	885
2024 Q4	$1.83K	Hold	11	–	–	﹤0.01%	732
2024 Q3	$1.89K	Hold	11	–	–	﹤0.01%	725
2024 Q2	$1.69K	Hold	11	–	–	﹤0.01%	586
2024 Q1	$1.69K	Hold	11	–	–	﹤0.01%	602
2023 Q4	$1.74K	Hold	11	–	–	﹤0.01%	594
2023 Q3	$1.6K	Hold	11	–	–	﹤0.01%	592
2023 Q2	$1.68K	Hold	11	–	–	﹤0.01%	585
2023 Q1	$1.71K	Hold	11	–	–	﹤0.01%	592
2022 Q4	$1.7K	Hold	11	–	–	﹤0.01%	575
2022 Q3	$1.48K	Hold	11	–	–	﹤0.01%	550
2022 Q2	$1.53K	Hold	11	–	–	﹤0.01%	539
2022 Q1	$1.69K	Hold	11	–	–	﹤0.01%	546
2021 Q4	$1.78K	Hold	11	–	–	﹤0.01%	531
2021 Q3	$1.82K	Hold	11	–	–	﹤0.01%	478
2021 Q2	$1.91K	Hold	11	–	–	﹤0.01%	483
2021 Q1	$1.79K	Hold	11	–	–	﹤0.01%	448
2020 Q4	$1.85K	Hold	11	–	–	﹤0.01%	433
2020 Q3	$1.74K	Buy	+11	New	+$1.8K	﹤0.01%	416
2020 Q2	–	Sell	-348	Closed	-$44.2K	–	518
2020 Q1	$44.2K	Sell	348 -11	-3%	-$1.57K	0.05%	221
2019 Q4	$53.4K	Buy	+359	New	+$49.3K	0.04%	231

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

Global Financial Private Client's FBT Position: Q2 2025 in Review

Global Financial Private Client sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 11 shares — an estimated $1.87K sold.

Global Financial Private Client first reported a position in FBT in Q4 2019 and held it in 21 quarters. The position peaked at $53.4K in Q4 2019. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Global Financial Private Client reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 11 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $1.87K.
Global Financial Private Client first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 21 quarters.
Global Financial Private Client's First Trust NYSE Arca Biotechnology Index Fund position peaked at $53.4K in Q4 2019.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.