L.J. Altfest & Co’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

L.J. Altfest & Co’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	-30,209	Closed	-$5.02M	–	339
2024 Q4	$5.02M	Buy	+30,209	New	+$5.16M	0.64%	34

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

L.J. Altfest & Co's FBT Position: Q1 2025 in Review

L.J. Altfest & Co sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 30,209 shares — an estimated $5.02M sold.

L.J. Altfest & Co first reported a position in FBT in Q4 2024 and held it in 1 quarter. The position peaked at $5.02M in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

L.J. Altfest & Co reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 30,209 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $5.02M.
L.J. Altfest & Co first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and held it in 1 quarter.
L.J. Altfest & Co's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.02M in Q4 2024.
269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.