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United Advisor Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

United Advisor Group’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
-3,091
Closed -$526K – 388
2025
Q1 		$526K Buy
3,091
+327
+12% +$56.8K 0.11% 180
2024
Q4 		$459K Buy
2,764
+133
+5% +$22.7K 0.09% 210
2024
Q3 		$452K Buy
2,631
+205
+8% +$33.9K 0.1% 206
2024
Q2 		$374K Buy
2,426
+67
+3% +$10.1K 0.12% 172
2024
Q1 		$363K Buy
+2,359
New +$360K 0.14% 142

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Advisor Group's FBT Position: Q2 2025 in Review

United Advisor Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 3,091 shares — an estimated $526K sold.

United Advisor Group first reported a position in FBT in Q1 2024 and held it in 5 quarters. The position peaked at $526K in Q1 2025. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

  • United Advisor Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 3,091 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $526K.
  • United Advisor Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and held it in 5 quarters.
  • United Advisor Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $526K in Q1 2025.
  • 250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.