BFEC
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Benjamin F. Edwards & Company’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Benjamin F. Edwards & Company’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34
Closed -$1K – 2168
2023
Q4 		$1K Buy
+34
New +$844 ﹤0.01% 2039

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Royal Bank of Canada
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Citigroup
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Benjamin F. Edwards & Company's HTEC Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2024, closing a stake of 34 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in HTEC in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 30 funds tracked by Wall St. Rank hold HTEC as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 34 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2024, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's ROBO Global Healthcare Technology and Innovation ETF position peaked at $1K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.