Baker Tilly Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Baker Tilly Wealth 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
2021 Q4	–	Sell	-1,214	Closed	-$202K	–	533
2021 Q3	$202K	Hold	1,214	–	–	0.03%	490
2021 Q2	$210K	Buy	+1,214	New	+$201K	0.03%	475
2021 Q1	–	Sell	-1,214	Closed	-$204K	–	467
2020 Q4	$204K	Buy	+1,214	New	+$197K	0.06%	321

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

Baker Tilly Wealth Management's FBT Position: Q4 2021 in Review

Baker Tilly Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 1,214 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in FBT in Q4 2020 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

Baker Tilly Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,214 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $202K.
Baker Tilly Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 3 quarters.
Baker Tilly Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $210K in Q2 2021.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.