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First Trust Amex Biotech Index Fnd shares owned by Modern Wealth Management

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in First Trust Amex Biotech Index Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Amex Biotech Index Fnd held by Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 41k 179.29
2025-06-30 $6.8M 42k 161.33
2025-03-31 $5.1M 30k 170.11
2024-12-31 $5.0M 30k 166.21

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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