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

Cambridge 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
2023
Q4 		– Sell
-1,406
Closed -$206K – 169
2023
Q3 		$206K Sell
1,406
-1,469
-51% -$224K 0.06% 160
2023
Q2 		$440K Buy
2,875
+40
+1% +$6.24K 0.11% 113
2023
Q1 		$440K Sell
2,835
-16
-0.6% -$2.51K 0.11% 122
2022
Q4 		$439K Sell
2,851
-11
-0.4% -$1.62K 0.12% 119
2022
Q3 		$378K Sell
2,862
-554
-16% -$77.7K 0.11% 122
2022
Q2 		$463K Buy
3,416
+16
+0.5% +$2.21K 0.13% 115
2022
Q1 		$507K Sell
3,400
-6
-0.2% -$888 0.12% 119
2021
Q4 		$552K Sell
3,406
-82
-2% -$13.3K 0.12% 117
2021
Q3 		$579K Sell
3,488
-449
-11% -$76.7K 0.14% 105
2021
Q2 		$680K Sell
3,937
-672
-15% -$111K 0.16% 91
2021
Q1 		$740K Buy
4,609
+480
+12% +$82.2K 0.19% 85
2020
Q4 		$694K Buy
4,129
+457
+12% +$74.1K 0.19% 82
2020
Q3 		$577K Buy
3,672
+2,065
+129% +$338K 0.17% 89
2020
Q2 		$270K Buy
+1,607
New +$252K 0.08% 126

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Cambridge Advisors's FBT Position: Q4 2023 in Review

Cambridge Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 1,406 shares — an estimated $206K sold.

Cambridge Advisors first reported a position in FBT in Q2 2020 and held it in 14 quarters. The position peaked at $740K in Q1 2021. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

  • Cambridge Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
  • Cambridge Advisors sold 1,406 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $206K.
  • Cambridge Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 14 quarters.
  • Cambridge Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $740K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Cambridge Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.