Black Point Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Black Point 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
2024 Q4	–	Sell	-1,323	Closed	-$227K	–	42
2024 Q3	$227K	Sell	1,323 -878	-40%	-$145K	0.26%	38
2024 Q2	$339K	Buy	+2,201	New	+$330K	0.35%	32

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Black Point Wealth Management's FBT Position: Q4 2024 in Review

Black Point Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2024, closing a stake of 1,323 shares — an estimated $227K sold.

Black Point Wealth Management first reported a position in FBT in Q2 2024 and held it in 2 quarters. The position peaked at $339K in Q2 2024. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

Black Point Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2024 after selling out during the quarter.
Black Point Wealth Management sold 1,323 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $227K.
Black Point Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and held it in 2 quarters.
Black Point Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $339K in Q2 2024.
256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on Black Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.