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Cahill Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-352
Closed -$58K – 409
2021
Q3 		$58K Buy
+352
New +$60.1K 0.01% 322

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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cahill Financial Advisors's FBT Position: Q4 2021 in Review

Cahill Financial Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 352 shares — an estimated $58K sold.

Cahill Financial Advisors first reported a position in FBT in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

  • Cahill Financial Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 352 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $58K.
  • Cahill Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $58K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.