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

Cetera 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
2024
Q1 		$642K Buy
4,177
+604
+17% +$92.1K 0.01% 1434
2023
Q4 		$565K Sell
3,573
-284
-7% -$40.8K 0.01% 1057
2023
Q3 		$564K Sell
3,857
-69
-2% -$10.5K 0.01% 992
2023
Q2 		$601K Sell
3,926
-308
-7% -$48K 0.01% 954
2023
Q1 		$656K Sell
4,234
-325
-7% -$51K 0.01% 882
2022
Q4 		$703K Sell
4,559
-4,999
-52% -$738K 0.01% 813
2022
Q3 		$1K Buy
9,558
+4,679
+96% +$657K ﹤0.01% 1317
2022
Q2 		$661K Sell
4,879
-575
-11% -$79.3K 0.02% 726
2022
Q1 		$813K Sell
5,454
-198
-4% -$29.3K 0.02% 683
2021
Q4 		$915K Sell
5,652
-2,160
-28% -$349K 0.02% 641
2021
Q3 		$1.3M Buy
7,812
+1,875
+32% +$320K 0.03% 523
2021
Q2 		$1.02M Buy
5,937
+663
+13% +$110K 0.02% 533
2021
Q1 		$846K Buy
5,274
+442
+9% +$75.7K 0.02% 542
2020
Q4 		$812K Buy
4,832
+82
+2% +$13.3K 0.03% 479
2020
Q3 		$747K Sell
4,750
-159
-3% -$26K 0.03% 437
2020
Q2 		$824K Buy
+4,909
New +$770K 0.04% 405
2020
Q1 		– Sell
-5,159
Closed -$767K – 856
2019
Q4 		$767K Sell
5,159
-458
-8% -$62.9K 0.03% 435
2019
Q3 		$693K Buy
5,617
+456
+9% +$60.7K 0.03% 450
2019
Q2 		$725K Buy
5,161
+497
+11% +$68.6K 0.03% 459
2019
Q1 		$702K Sell
4,664
-1,514
-25% -$218K 0.03% 408
2018
Q4 		$763K Buy
6,178
+305
+5% +$41.7K 0.04% 367
2018
Q3 		$932K Buy
5,873
+1,275
+28% +$193K 0.05% 377
2018
Q2 		$645K Sell
4,598
-373
-8% -$51.2K 0.04% 434
2018
Q1 		$661K Sell
4,971
-1,679
-25% -$229K 0.04% 395
2017
Q4 		$827K Sell
6,650
-282
-4% -$34.8K 0.05% 331
2017
Q3 		$861K Sell
6,932
-450
-6% -$53.3K 0.05% 344
2017
Q2 		$841K Buy
7,382
+698
+10% +$75.1K 0.05% 345
2017
Q1 		$705K Sell
6,684
-751
-10% -$75.3K 0.05% 360
2016
Q4 		$679K Buy
7,435
+2,288
+44% +$214K 0.05% 342
2016
Q3 		$513K Buy
5,147
+700
+16% +$68.7K 0.04% 407
2016
Q2 		$400K Sell
4,447
-260
-6% -$23.9K 0.03% 483
2016
Q1 		$410K Sell
4,707
-2,246
-32% -$198K 0.03% 448
2015
Q4 		$788K Sell
6,953
-837
-11% -$90.1K 0.07% 310
2015
Q3 		$791K Buy
7,790
+1,466
+23% +$174K 0.08% 272
2015
Q2 		$782K Buy
6,324
+521
+9% +$62.9K 0.07% 302
2015
Q1 		$684K Buy
5,803
+526
+10% +$59.5K 0.06% 320
2014
Q4 		$540K Buy
5,277
+1,498
+40% +$146K 0.05% 357
2014
Q3 		$345K Buy
+3,779
New +$328K 0.03% 425

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cetera Advisors's FBT Position: Q1 2024 in Review

Cetera Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 17% in Q1 2024, buying an estimated $92.1K and bringing the position to 4,177 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1434.

Cetera Advisors first reported a position in FBT in Q3 2014 and has held it in 38 quarters since. The position peaked at $1.3M in Q3 2021. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

  • Cetera Advisors held 4,177 shares of First Trust NYSE Arca Biotechnology Index Fund worth $642K as of Q1 2024.
  • Cetera Advisors bought 604 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $92.1K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1434 holding.
  • Cetera Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2014 and has held it in 38 quarters since.
  • Cetera Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.3M in Q3 2021.
  • 243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.