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

Atlas Private 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
2021 Q4	–	Sell	-86	Closed	-$14K	–	338
2021 Q3	$14K	Hold	86	–	–	0.01%	415
2021 Q2	$15K	Hold	86	–	–	0.01%	403
2021 Q1	$14K	Hold	86	–	–	0.01%	445
2020 Q4	$14K	Buy	86 +50	+139%	+$8.11K	0.01%	387
2020 Q3	$6K	Buy	+36	New	+$5.88K	0.01%	453

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Private Wealth Advisors's FBT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 86 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in FBT in Q3 2020 and held it in 5 quarters. The position peaked at $15K in Q2 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 86 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $14K.
Atlas Private Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $15K in Q2 2021.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.