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 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Puff Wealth Management's FBT Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 1,067 shares worth $265K. The stake represents 0.27% of the portfolio and ranks #69 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FBT as recently as Q4 2025.

Puff Wealth Management first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $887K in Q4 2024. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Puff Wealth Management held 1,067 shares of First Trust NYSE Arca Biotechnology Index Fund worth $265K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Puff Wealth Management position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.27% of Puff Wealth Management's portfolio in Q2 2026, its #69 holding.
Puff Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $887K in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.