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Pacific Sun Financial’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Pacific Sun Financial’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 		$1.5M Sell
7,453
-30
-0.4% -$6.21K 0.72% 39
2025
Q4 		$1.55M Sell
7,483
-442
-6% -$88.3K 0.74% 36
2025
Q3 		$1.42M Sell
7,925
-175
-2% -$29.8K 0.69% 39
2025
Q2 		$1.31M Sell
8,100
-285
-3% -$45.4K 0.68% 42
2025
Q1 		$1.43M Sell
8,385
-110
-1% -$19.1K 0.81% 35
2024
Q4 		$1.41M Sell
8,495
-607
-7% -$104K 0.77% 36
2024
Q3 		$1.56M Sell
9,102
-700
-7% -$116K 0.86% 35
2024
Q2 		$1.51M Sell
9,802
-482
-5% -$72.3K 0.89% 33
2024
Q1 		$1.58M Sell
10,284
-150
-1% -$22.9K 0.92% 31
2023
Q4 		$1.65M Sell
10,434
-667
-6% -$95.8K 1.04% 25
2023
Q3 		$1.62M Sell
11,101
-240
-2% -$36.6K 1.13% 23
2023
Q2 		$1.76M Buy
+11,341
New +$1.77M 1.18% 20
2022
Q4 		$1.77M Sell
11,455
-160
-1% -$23.6K 1.24% 20
2022
Q3 		$1.53M Sell
11,615
-493
-4% -$69.2K 1.08% 25
2022
Q2 		$1.64M Sell
12,108
-435
-3% -$60K 1.08% 25
2022
Q1 		$1.87M Sell
12,543
-130
-1% -$19.2K 1.03% 24
2021
Q4 		$2.05M Sell
12,673
-155
-1% -$25.1K 1.1% 26
2021
Q3 		$2.13M Buy
+12,828
New +$2.19M 1.22% 21
2020
Q3 		$2.26M Buy
14,356
+935
+7% +$153K 1.89% 8
2020
Q2 		$2.25M Sell
13,421
-550
-4% -$86.3K 2.03% 7
2020
Q1 		$1.83M Buy
13,971
+4
+0% +$570 2.1% 7
2019
Q4 		$2.08M Sell
13,967
-237
-2% -$32.5K 1.83% 9
2019
Q3 		$1.76M Sell
14,204
-85
-0.6% -$11.3K 1.66% 11
2019
Q2 		$2.01M Buy
+14,289
New +$1.97M 1.92% 9
2018
Q2 		$2.15M Buy
14,111
+80
+0.6% +$11K 2.22% 7
2018
Q1 		$1.86M Buy
+14,031
New +$1.92M 2.46% 7

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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 $1.79B AUM 15.72% 1-Year Est. Return

Pacific Sun Financial's FBT Position: Q1 2026 in Review

Pacific Sun Financial reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.4% in Q1 2026, selling an estimated $6.21K and leaving 7,453 shares worth $1.5M. The position accounts for 0.72% of the portfolio, ranked #39.

Pacific Sun Financial first reported a position in FBT in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.26M in Q3 2020. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Pacific Sun Financial held 7,453 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.5M as of Q1 2026.
  • Pacific Sun Financial sold 30 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $6.21K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.72% of Pacific Sun Financial's portfolio in Q1 2026, its #39 holding.
  • Pacific Sun Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.26M in Q3 2020.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.