Park Square Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Park Square Financial 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 Q2	$41.1K	Hold	166	–	–	0.37%	23
2026 Q1	$33.3K	Sell	166 -122	-42%	-$25.2K	0.25%	31
2025 Q4	$47.9K	Buy	288 +227	+372%	+$45.4K	0.28%	31
2025 Q3	$10.9K	Sell	61 -183	-75%	-$31.2K	0.05%	153
2025 Q2	$39.4K	Sell	244 -394	-62%	-$62.8K	0.03%	342
2025 Q1	$109K	Sell	638 -101	-14%	-$17.5K	0.09%	160
2024 Q4	$123K	Buy	+739	New	+$126K	0.08%	152

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Park Square Financial Group's FBT Position: Q2 2026 in Review

Park Square Financial Group held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 166 shares worth $41.1K. The position accounts for 0.37% of the portfolio, ranked #23.

Park Square Financial Group first reported a position in FBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q4 2024. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Park Square Financial Group held 166 shares of First Trust NYSE Arca Biotechnology Index Fund worth $41.1K as of Q2 2026.
Park Square Financial Group left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.37% of Park Square Financial Group's portfolio in Q2 2026, its #23 holding.
Park Square Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $123K in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.