Position in FTRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$215,255
+$66,033 QoQ
Shares Held
12,371
-21.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#183
of 331 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FTRE Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MBL Wealth, LLC holds $723,459 across 3 Biotechnology names. FTRE ranks #2 (29.8% of the industry book) .
All Filings in FTRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,255 | 12,371 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $149,222 | 15,841 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $272,722 | 15,810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $266,998 | 31,710 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $156,647 | 31,710 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $239,335 | 31,700 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $788,149 | 42,260 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $845,200 | 42,260 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $986,535 | 42,268 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,696,316 | 42,260 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,474,874 | 42,260 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,208,213 | 42,260 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||