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Amplius Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-130
Closed -$21K – 422
2021
Q4 		$21K Buy
+130
New +$21K ﹤0.01% 460

Other funds holding FBT

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Amplius Wealth Advisors's FBT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 130 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in FBT in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 130 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $21K.
  • Amplius Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $21K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.