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

Campbell 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
2024 Q4	–	Sell	-2,617	Closed	-$450K	–	98
2024 Q3	$450K	Buy	2,617 +88	+3%	+$14.6K	0.04%	36
2024 Q2	$389K	Hold	2,529	–	–	0.13%	27
2024 Q1	$389K	Buy	2,529 +1,026	+68%	+$156K	0.04%	54
2023 Q4	$238K	Buy	+1,503	New	+$216K	0.03%	57
2023 Q2	–	Sell	-1,505	Closed	-$233K	–	77
2023 Q1	$233K	Sell	1,505 -522	-26%	-$82K	0.03%	63
2022 Q4	$312K	Sell	2,027 -45	-2%	-$6.64K	0.04%	50
2022 Q3	$273K	Buy	2,072 +37	+2%	+$5.19K	0.04%	52
2022 Q2	$276K	Hold	2,035	–	–	0.04%	42
2022 Q1	$303K	Sell	2,035 -245	-11%	-$36.2K	0.04%	51
2021 Q4	$369K	Buy	2,280 +589	+35%	+$95.2K	0.04%	44
2021 Q3	$281K	Hold	1,691	–	–	0.04%	50
2021 Q2	$292K	Buy	1,691 +267	+19%	+$44.1K	0.04%	48
2021 Q1	$229K	Buy	+1,424	New	+$244K	0.03%	59
2020 Q3	–	Sell	-987	Closed	-$166K	–	154
2020 Q2	$166K	Buy	+987	New	+$155K	0.03%	63

Other funds holding FBT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Campbell Wealth Management's FBT Position: Q4 2024 in Review

Campbell Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2024, closing a stake of 2,617 shares — an estimated $450K sold.

Campbell Wealth Management first reported a position in FBT in Q2 2020 and held it in 14 quarters. The position peaked at $450K in Q3 2024. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

Campbell Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2024 after selling out during the quarter.
Campbell Wealth Management sold 2,617 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $450K.
Campbell Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 14 quarters.
Campbell Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $450K in Q3 2024.
256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.