MGB Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MGB Wealth 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 Q4	$305K	Hold	1,479	–	–	0.09%	177
2025 Q3	$265K	Hold	1,479	–	–	0.07%	189
2025 Q2	$239K	Hold	1,479	–	–	0.08%	194
2025 Q1	$252K	Buy	1,479 +70	+5%	+$12.2K	0.09%	184
2024 Q4	$234K	Hold	1,409	–	–	0.07%	179
2024 Q3	$242K	Sell	1,409 -1,000	-42%	-$166K	0.09%	169
2024 Q2	$387K	Sell	2,409 -2,540	-51%	-$381K	0.14%	134
2024 Q1	$761K	Sell	4,949 -70	-1%	-$10.7K	0.31%	80
2023 Q4	$793K	Buy	+5,019	New	+$721K	0.4%	70

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

MGB Wealth Management's FBT Position: Q4 2025 in Review

MGB Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q4 2025 at 1,479 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #177.

MGB Wealth Management first reported a position in FBT in Q4 2023 and has held it in 9 quarters since. The position peaked at $793K in Q4 2023. 279 funds tracked by Wall St. Rank hold FBT as of Q4 2025.

MGB Wealth Management held 1,479 shares of First Trust NYSE Arca Biotechnology Index Fund worth $305K as of Q4 2025.
MGB Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q4 2025.
First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of MGB Wealth Management's portfolio in Q4 2025, its #177 holding.
MGB Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $793K in Q4 2023.
279 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.