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Burleson & Co’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Burleson & Co’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
2021
Q2 		– Sell
-3
Closed – – 372
2021
Q1 		$0 Buy
+3
New +$514 ﹤0.01% 369

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Burleson & Co's FBT Position: Q2 2021 in Review

Burleson & Co sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 3 shares.

Burleson & Co first reported a position in FBT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

  • Burleson & Co reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
  • Burleson & Co sold 3 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021.
  • Burleson & Co first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2021 and held it in 1 quarter.
  • Burleson & Co's First Trust NYSE Arca Biotechnology Index Fund position peaked at $0 in Q1 2021.
  • 233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.