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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
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
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

Park Square Financial Group's FBT Position: Q1 2026 in Review

Park Square Financial Group reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 42% in Q1 2026, selling an estimated $25.2K and leaving 166 shares worth $33.3K. The position accounts for 0.25% of the portfolio, ranked #31.

Park Square Financial Group first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $123K in Q4 2024. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Park Square Financial Group held 166 shares of First Trust NYSE Arca Biotechnology Index Fund worth $33.3K as of Q1 2026.
  • Park Square Financial Group sold 122 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $25.2K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.25% of Park Square Financial Group's portfolio in Q1 2026, its #31 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 6 quarters since.
  • Park Square Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $123K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.