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Sovran Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sovran Advisors’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
Q3 		– Sell
-1,599
Closed -$263K – 529
2025
Q2 		$263K Buy
1,599
+50
+3% +$7.96K 0.03% 425
2025
Q1 		$236K Buy
1,549
+148
+11% +$25.7K 0.03% 419
2024
Q4 		$242K Buy
+1,401
New +$239K 0.03% 379

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sovran Advisors's FBT Position: Q3 2025 in Review

Sovran Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2025, closing a stake of 1,599 shares — an estimated $263K sold.

Sovran Advisors first reported a position in FBT in Q4 2024 and held it in 3 quarters. The position peaked at $263K in Q2 2025. 253 funds tracked by Wall St. Rank hold FBT as of Q3 2025.

  • Sovran Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2025 after selling out during the quarter.
  • Sovran Advisors sold 1,599 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2025, an estimated $263K.
  • Sovran Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and held it in 3 quarters.
  • Sovran Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $263K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2025.

Based on Sovran Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.