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

Bulltick 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 Q1	–	Sell	-79,907	Closed	-$12.9M	–	148
2021 Q4	$12.9M	Sell	79,907 -5	-0%	-$809	2.56%	13
2021 Q3	$13.3M	Sell	79,912 -2,525	-3%	-$431K	3.01%	10
2021 Q2	$14.2M	Buy	82,437 +7,810	+10%	+$1.29M	3.29%	7
2021 Q1	$12M	Hold	74,627	–	–	3.33%	7
2020 Q4	$12.5M	Buy	+74,627	New	+$12.1M	3.68%	6

Other funds holding FBT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

BFG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bulltick Wealth Management's FBT Position: Q1 2022 in Review

Bulltick Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 79,907 shares — an estimated $12.9M sold.

Bulltick Wealth Management first reported a position in FBT in Q4 2020 and held it in 5 quarters. The position peaked at $14.2M in Q2 2021. 219 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Bulltick Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Bulltick Wealth Management sold 79,907 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $12.9M.
Bulltick Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 5 quarters.
Bulltick Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $14.2M in Q2 2021.
219 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Bulltick Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2024.