Pursue Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Pursue Wealth Partners’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
2025 Q2	–	Sell	-1,800	Closed	-$306K	–	117
2025 Q1	$306K	Hold	1,800	–	–	0.19%	84
2024 Q4	$299K	Hold	1,800	–	–	0.17%	83
2024 Q3	$309K	Hold	1,800	–	–	0.17%	81
2024 Q2	$277K	Hold	1,800	–	–	0.15%	81
2024 Q1	$277K	Hold	1,800	–	–	0.16%	79
2023 Q4	$284K	Hold	1,800	–	–	0.18%	73
2023 Q3	$263K	Hold	1,800	–	–	0.19%	77
2023 Q2	$276K	Buy	+1,800	New	+$281K	0.17%	82

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pursue Wealth Partners's FBT Position: Q2 2025 in Review

Pursue Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 1,800 shares — an estimated $306K sold.

Pursue Wealth Partners first reported a position in FBT in Q2 2023 and held it in 8 quarters. The position peaked at $309K in Q3 2024. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Pursue Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
Pursue Wealth Partners sold 1,800 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $306K.
Pursue Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 8 quarters.
Pursue Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $309K in Q3 2024.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.