Wharton Business Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Wharton Business 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	-1,200	Closed	-$204K	–	142
2025 Q1	$204K	Buy	+1,200	New	+$208K	0.01%	132
2024 Q4	–	Sell	-1,200	Closed	-$206K	–	139
2024 Q3	$206K	Buy	+1,200	New	+$199K	0.01%	136
2021 Q3	–	Sell	-1,200	Closed	-$207K	–	90
2021 Q2	$207K	Buy	+1,200	New	+$198K	0.02%	115
2021 Q1	–	Sell	-1,200	Closed	-$202K	–	122
2020 Q4	$202K	Buy	+1,200	New	+$195K	0.02%	110

Other funds holding FBT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wharton Business Group's FBT Position: Q2 2025 in Review

Wharton Business Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 1,200 shares — an estimated $204K sold.

Wharton Business Group first reported a position in FBT in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q2 2021. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Wharton Business Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
Wharton Business Group sold 1,200 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $204K.
Wharton Business Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 4 quarters.
Wharton Business Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $207K in Q2 2021.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Wharton Business Group's 13F filing for Q2 2025, filed 14 Aug 2025.