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

NewEdge Wealth’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 		$1.7M Sell
8,441
-17
-0.2% -$3.52K 0.02% 481
2025
Q4 		$1.75M Sell
8,458
-113
-1% -$22.6K 0.02% 490
2025
Q3 		$1.68M Hold
8,571
– – 0.02% 439
2025
Q2 		$1.4M Sell
8,571
-590
-6% -$94K 0.02% 457
2025
Q1 		$1.56M Sell
9,161
-392
-4% -$68.1K 0.03% 399
2024
Q4 		$1.59M Buy
9,553
+3,947
+70% +$674K 0.03% 404
2024
Q3 		$964K Sell
5,606
-20,909
-79% -$3.46M 0.02% 477
2024
Q2 		$2.64M Buy
26,515
+20,650
+352% +$3.1M 0.06% 277
2024
Q1 		$862K Sell
5,865
-184
-3% -$28.1K 0.02% 452
2023
Q4 		$956K Sell
6,049
-1,099
-15% -$158K 0.02% 407
2023
Q3 		$1.05M Buy
7,148
+2,724
+62% +$415K 0.03% 347
2023
Q2 		$677K Buy
+4,424
New +$690K 0.02% 416

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