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First Trust Amex Biotech Index Fnd shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in First Trust Amex Biotech Index Fnd

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All positions including First Trust Amex Biotech Index Fnd held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Amex Biotech Index Fnd by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 18k 179.29
2025-06-30 $2.9M 18k 161.33
2025-03-31 $985k 5.8k 170.11
2024-12-31 $409k 2.5k 166.20

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding First Trust Amex Biotech Index Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Berger Financial Group
Susquehanna International
Advisor Group Holdings
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
Branch Banking & Trust Company
Congress Wealth Management LLC / DE /

View all funds holding First Trust Amex Biotech Index Fnd