Proactive Wealth Strategies
FBT icon

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

Proactive Wealth Strategies’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
Q3 		$3.58M Hold
13,152
– – 0.55% 51
2026
Q2 		$3.26M Sell
13,152
-946
-7% -$204K 0.52% 56
2026
Q1 		$2.83M Buy
+14,098
New +$2.92M 0.53% 52

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Proactive Wealth Strategies's FBT Position: Q3 2026 in Review

Proactive Wealth Strategies held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 13,152 shares worth $3.58M. The position accounts for 0.55% of the portfolio, ranked #51.

Proactive Wealth Strategies first reported a position in FBT in Q1 2026 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Proactive Wealth Strategies held 13,152 shares of First Trust NYSE Arca Biotechnology Index Fund worth $3.58M as of Q3 2026.
  • Proactive Wealth Strategies left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.55% of Proactive Wealth Strategies's portfolio in Q3 2026, its #51 holding.
  • Proactive Wealth Strategies first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.