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Measured Wealth Private Client Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Measured Wealth Private Client Group’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 		$18.5K Sell
92
-97
-51% -$20.1K 0.01% 494
2025
Q4 		$39K Sell
189
-151
-44% -$30.2K 0.01% 345
2025
Q3 		$61K Buy
+340
New +$57.9K 0.02% 281
2023
Q4 		– Sell
-1,406
Closed -$206K – 184
2023
Q3 		$206K Sell
1,406
-2,324
-62% -$354K 0.08% 162
2023
Q2 		$571K Sell
3,730
-9,513
-72% -$1.48M 0.22% 75
2023
Q1 		$2.05M Buy
13,243
+2,226
+20% +$350K 0.79% 20
2022
Q4 		$1.7M Buy
+11,017
New +$1.63M 0.7% 21
2018
Q4 		– Sell
-187
Closed -$30K – 295
2018
Q3 		$30K Buy
+187
New +$28.3K 0.02% 450

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