Puff Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Puff Wealth Management’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	$291K	Hold	1,067	–	–	0.27%	67
2026 Q2	$265K	Buy	+1,067	New	+$230K	0.27%	69
2025 Q4	$236K	Hold	1,134	–	–	0.3%	64
2025 Q3	$203K	Sell	1,134 -174	-13%	-$29.6K	0.31%	58
2025 Q2	$211K	Sell	1,308 -420	-24%	-$66.9K	0.15%	98
2025 Q1	$294K	Sell	1,728 -3,610	-68%	-$627K	0.28%	66
2024 Q4	$887K	Buy	+5,338	New	+$912K	1.55%	20

Other funds holding FBT

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Puff Wealth Management's FBT Position: Q3 2026 in Review

Puff Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 1,067 shares worth $291K. The position accounts for 0.27% of the portfolio, ranked #67.

Puff Wealth Management first reported a position in FBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q4 2024. 37 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Puff Wealth Management held 1,067 shares of First Trust NYSE Arca Biotechnology Index Fund worth $291K as of Q3 2026.
Puff Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.27% of Puff Wealth Management's portfolio in Q3 2026, its #67 holding.
Puff Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $887K in Q4 2024.
37 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.