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Wealthspire Advisors (New York)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-469
Closed -$84.1K – 1641
2025
Q3 		$84.1K Buy
+469
New +$79.9K ﹤0.01% 1058

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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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2025, closing a stake of 469 shares — an estimated $84.1K sold.

Wealthspire Advisors (New York) first reported a position in FBT in Q3 2025 and held it in 1 quarter. The position peaked at $84.1K in Q3 2025. 279 funds tracked by Wall St. Rank hold FBT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 469 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2025, an estimated $84.1K.
  • Wealthspire Advisors (New York) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $84.1K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.