Mosley Wealth Management
FBT icon

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

Mosley 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
2026
Q3 		$4.03K Hold
15
– – ﹤0.01% 443
2026
Q2 		$3.72K Hold
15
– – ﹤0.01% 452
2026
Q1 		$2.69K Buy
+15
New +$3.1K ﹤0.01% 373

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Mosley Wealth Management's FBT Position: Q3 2026 in Review

Mosley Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 15 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Mosley Wealth Management first reported a position in FBT in Q1 2026 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Mosley Wealth Management held 15 shares of First Trust NYSE Arca Biotechnology Index Fund worth $4.03K as of Q3 2026.
  • Mosley Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #443 holding.
  • Mosley Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.