Richard P. Slaughter Associates’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Richard P. Slaughter Associates’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 Q1	–	Sell	-13,559	Closed	-$2.25M	–	138
2024 Q4	$2.25M	Buy	13,559 +9,121	+206%	+$1.56M	0.5%	50
2024 Q3	$763K	Buy	+4,438	New	+$735K	0.18%	102

Other funds holding FBT

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Richard P. Slaughter Associates's FBT Position: Q1 2025 in Review

Richard P. Slaughter Associates sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 13,559 shares — an estimated $2.25M sold.

Richard P. Slaughter Associates first reported a position in FBT in Q3 2024 and held it in 2 quarters. The position peaked at $2.25M in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

Richard P. Slaughter Associates reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
Richard P. Slaughter Associates sold 13,559 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $2.25M.
Richard P. Slaughter Associates first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2024 and held it in 2 quarters.
Richard P. Slaughter Associates's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.25M in Q4 2024.
269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2025, filed 10 Apr 2025.