Smartleaf Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Smartleaf Asset 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 Q1	$40.7K	Sell	211 -4	-2%	-$827	﹤0.01%	1568
2025 Q4	$45.1K	Buy	215 +105	+95%	+$21K	﹤0.01%	1609
2025 Q3	$19.4K	Buy	110 +30	+38%	+$5.11K	﹤0.01%	1822
2025 Q2	$12.9K	Hold	80	–	–	﹤0.01%	1731
2025 Q1	$13.2K	Hold	80	–	–	﹤0.01%	1814
2024 Q4	$13.2K	Hold	80	–	–	﹤0.01%	1879
2024 Q3	$13.7K	Hold	80	–	–	﹤0.01%	1565
2024 Q2	$12.4K	Hold	80	–	–	﹤0.01%	1297
2024 Q1	$12.4K	Buy	+80	New	+$12.2K	﹤0.01%	965

Other funds holding FBT

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return