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

BlackDiamond 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
2022 Q2	–	Sell	-1,944	Closed	-$290K	–	114
2022 Q1	$290K	Sell	1,944 -335	-15%	-$49.6K	0.35%	83
2021 Q4	$369K	Buy	+2,279	New	+$369K	0.42%	80

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

BlackDiamond Wealth Management's FBT Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 1,944 shares — an estimated $290K sold.

BlackDiamond Wealth Management first reported a position in FBT in Q4 2021 and held it in 2 quarters. The position peaked at $369K in Q4 2021. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

BlackDiamond Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 1,944 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $290K.
BlackDiamond Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 2 quarters.
BlackDiamond Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $369K in Q4 2021.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.