Axiom Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Axiom Investment Management’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	-250	Closed	-$40K	–	113
2021 Q4	$40K	Hold	250	–	–	0.04%	128
2021 Q3	$42K	Hold	250	–	–	0.04%	126
2021 Q2	$43K	Sell	250 -100	-29%	-$16.5K	0.03%	143
2021 Q1	$56K	Sell	350 -1,666	-83%	-$285K	0.05%	156
2020 Q4	$265	Sell	2,016 -254	-11%	-$41.2K	0.24%	97
2020 Q3	$362K	Hold	2,270	–	–	0.41%	59
2020 Q2	$384K	Buy	2,270 +900	+66%	+$141K	0.51%	55
2020 Q1	$179K	Sell	1,370 -200	-13%	-$28.5K	0.32%	86
2019 Q4	$234K	Buy	1,570 +470	+43%	+$64.5K	0.34%	89
2019 Q3	$133K	Sell	1,100 -70	-6%	-$9.32K	0.1%	166
2019 Q2	$165K	Buy	1,170 +500	+75%	+$69K	0.03%	364
2019 Q1	$102K	Buy	+670	New	+$96.4K	0.02%	380

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

RJFSA

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axiom Investment Management's FBT Position: Q1 2022 in Review

Axiom Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 250 shares — an estimated $40K sold.

Axiom Investment Management first reported a position in FBT in Q1 2019 and held it in 12 quarters. The position peaked at $384K in Q2 2020. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Axiom Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 250 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $40K.
Axiom Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 12 quarters.
Axiom Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $384K in Q2 2020.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.