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American Portfolios Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$713K Sell
5,400
-245
-4% -$34.4K 0.03% 527
2022
Q2 		$765K Sell
5,645
-338
-6% -$46.6K 0.03% 512
2022
Q1 		$892K Sell
5,983
-84
-1% -$12.4K 0.03% 528
2021
Q4 		$983K Sell
6,067
-123
-2% -$19.9K 0.03% 491
2021
Q3 		$1.03M Buy
6,190
+164
+3% +$28K 0.04% 454
2021
Q2 		$1.04M Sell
6,026
-1,335
-18% -$220K 0.04% 439
2021
Q1 		$1.18M Buy
7,361
+449
+6% +$76.9K 0.05% 356
2020
Q4 		$1.16M Buy
6,912
+39
+0.6% +$6.33K 0.06% 308
2020
Q3 		$1.08M Buy
6,873
+230
+3% +$37.6K 0.06% 275
2020
Q2 		$1.11M Sell
6,643
-439
-6% -$68.9K 0.07% 248
2020
Q1 		$929K Buy
7,082
+93
+1% +$13.3K 0.08% 239
2019
Q4 		$1.04M Sell
6,989
-1,256
-15% -$172K 0.07% 258
2019
Q3 		$1.02M Buy
8,245
+2,167
+36% +$288K 0.08% 239
2019
Q2 		$856K Buy
6,078
+2,494
+70% +$344K 0.07% 265
2019
Q1 		$541K Buy
3,584
+975
+37% +$140K 0.05% 352
2018
Q4 		$324K Sell
2,609
-1,066
-29% -$146K 0.04% 395
2018
Q3 		$582K Buy
3,675
+171
+5% +$25.9K 0.07% 279
2018
Q2 		$491K Buy
3,504
+53
+2% +$7.28K 0.07% 286
2018
Q1 		$459K Buy
3,451
+733
+27% +$100K 0.07% 281
2017
Q4 		$339K Buy
+2,718
New +$336K 0.05% 348

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

American Portfolios Advisors's FBT Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 4.3% in Q3 2022, selling an estimated $34.4K and leaving 5,400 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #527.

American Portfolios Advisors first reported a position in FBT in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.18M in Q1 2021. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

  • American Portfolios Advisors held 5,400 shares of First Trust NYSE Arca Biotechnology Index Fund worth $713K as of Q3 2022.
  • American Portfolios Advisors sold 245 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $34.4K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #527 holding.
  • American Portfolios Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.18M in Q1 2021.
  • 218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.