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Prosperity Consulting Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Prosperity Consulting 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 		$619K Buy
3,081
+227
+8% +$47K 0.03% 323
2025
Q4 		$589K Buy
+2,854
New +$570K 0.03% 335

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

Prosperity Consulting Group's FBT Position: Q1 2026 in Review

Prosperity Consulting Group increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 8% in Q1 2026, buying an estimated $47K and bringing the position to 3,081 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #323.

Prosperity Consulting Group first reported a position in FBT in Q4 2025 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Prosperity Consulting Group held 3,081 shares of First Trust NYSE Arca Biotechnology Index Fund worth $619K as of Q1 2026.
  • Prosperity Consulting Group bought 227 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $47K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #323 holding.
  • Prosperity Consulting Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.