Principal Securities’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Principal Securities’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	$200K	Buy	+997	New	+$206K	﹤0.01%	1386
2025 Q4	–	Sell	-864	Closed	-$155K	–	2053
2025 Q3	$155K	Buy	864 +25	+3%	+$4.26K	﹤0.01%	1403
2025 Q2	$135K	Buy	839 +109	+15%	+$17.4K	﹤0.01%	1402
2025 Q1	$121K	Hold	730	–	–	﹤0.01%	1345
2024 Q4	$121K	Buy	730 +106	+17%	+$18.1K	﹤0.01%	1345
2024 Q3	$107K	Buy	624 +423	+210%	+$70K	﹤0.01%	1367
2024 Q2	$31K	Hold	201	–	–	﹤0.01%	1843
2024 Q1	$30.9K	Hold	201	–	–	﹤0.01%	1785
2023 Q4	$31.8K	Buy	+201	New	+$28.9K	﹤0.01%	1687

Other funds holding FBT

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return