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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Proactive Wealth Strategies's FBT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 6.7% in Q2 2026, selling an estimated $204K and leaving 13,152 shares worth $3.26M. The position accounts for 0.52% of the portfolio, ranked #56.

Proactive Wealth Strategies first reported a position in FBT in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Proactive Wealth Strategies held 13,152 shares of First Trust NYSE Arca Biotechnology Index Fund worth $3.26M as of Q2 2026.
  • Proactive Wealth Strategies sold 946 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $204K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.52% of Proactive Wealth Strategies's portfolio in Q2 2026, its #56 holding.
  • Proactive Wealth Strategies first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.