Baldwin Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Baldwin Wealth 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
2024 Q3	–	Sell	-200	Closed	-$30.8K	–	1113
2024 Q2	$30.8K	Hold	200	–	–	﹤0.01%	414
2024 Q1	$30.8K	Hold	200	–	–	﹤0.01%	439
2023 Q4	$31.6K	Hold	200	–	–	﹤0.01%	437
2023 Q3	$29.3K	Hold	200	–	–	﹤0.01%	467
2023 Q2	$30.6K	Hold	200	–	–	﹤0.01%	482
2023 Q1	$31K	Hold	200	–	–	﹤0.01%	491
2022 Q4	$30.8K	Hold	200	–	–	﹤0.01%	484
2022 Q3	$26K	Hold	200	–	–	﹤0.01%	420
2022 Q2	$27K	Hold	200	–	–	﹤0.01%	440
2022 Q1	$30K	Hold	200	–	–	﹤0.01%	439
2021 Q4	$32K	Hold	200	–	–	﹤0.01%	402
2021 Q3	$33K	Hold	200	–	–	﹤0.01%	396
2021 Q2	$35K	Hold	200	–	–	﹤0.01%	400
2021 Q1	$32K	Hold	200	–	–	﹤0.01%	391
2020 Q4	$34K	Hold	200	–	–	﹤0.01%	356
2020 Q3	$31K	Hold	200	–	–	﹤0.01%	344
2020 Q2	$34K	Hold	200	–	–	0.01%	337
2020 Q1	$26K	Hold	200	–	–	﹤0.01%	347
2019 Q4	$30K	Hold	200	–	–	﹤0.01%	370
2019 Q3	$25K	Hold	200	–	–	﹤0.01%	378
2019 Q2	$28K	Hold	200	–	–	﹤0.01%	366
2019 Q1	$30K	Hold	200	–	–	﹤0.01%	356
2018 Q4	$25K	Hold	200	–	–	﹤0.01%	359
2018 Q3	$32K	Hold	200	–	–	﹤0.01%	356
2018 Q2	$28K	Buy	+200	New	+$27.5K	﹤0.01%	366

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Baldwin Wealth Partners's FBT Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2024, closing a stake of 200 shares — an estimated $30.8K sold.

Baldwin Wealth Partners first reported a position in FBT in Q2 2018 and held it in 25 quarters. The position peaked at $35K in Q2 2021. 257 funds tracked by Wall St. Rank hold FBT as of Q3 2024.

Baldwin Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2024, an estimated $30.8K.
Baldwin Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and held it in 25 quarters.
Baldwin Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $35K in Q2 2021.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.