Ausdal Financial Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Ausdal Financial Partners’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
2023 Q3	–	Sell	-1,534	Closed	-$235K	–	444
2023 Q2	$235K	Buy	+1,534	New	+$239K	0.03%	368
2022 Q4	–	Sell	-1,902	Closed	-$251K	–	457
2022 Q3	$251K	Sell	1,902 -1,519	-44%	-$213K	0.04%	367
2022 Q2	$464K	Buy	+3,421	New	+$472K	0.07%	273
2016 Q1	–	Sell	-259	Closed	-$29K	–	487
2015 Q4	$29K	Buy	+259	New	+$27.9K	0.01%	607

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

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

Ausdal Financial Partners's FBT Position: Q3 2023 in Review

Ausdal Financial Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2023, closing a stake of 1,534 shares — an estimated $235K sold.

Ausdal Financial Partners first reported a position in FBT in Q4 2015 and held it in 4 quarters. The position peaked at $464K in Q2 2022. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

Ausdal Financial Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2023 after selling out during the quarter.
Ausdal Financial Partners sold 1,534 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $235K.
Ausdal Financial Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and held it in 4 quarters.
Ausdal Financial Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $464K in Q2 2022.
242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on Ausdal Financial Partners's 13F filing for Q3 2023, filed 8 Nov 2023.