Claraphi Advisory Network’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$1.35M	Buy	+8,736	New	+$1.29M	0.54%	53
2019 Q4	–	Sell	-20	Closed	-$2K	–	259
2019 Q3	$2K	Sell	20 -3,822	-99%	-$509K	﹤0.01%	377
2019 Q2	$541K	Buy	3,842 +58	+2%	+$8K	0.32%	77
2019 Q1	$571K	Sell	3,784 -188	-5%	-$27.1K	0.36%	62
2018 Q4	$493K	Buy	3,972 +6	+0.2%	+$820	0.38%	69
2018 Q3	$629K	Buy	+3,966	New	+$600K	0.35%	67

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Claraphi Advisory Network's FBT Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2022: 8,736 shares worth $1.35M. The stake represents 0.54% of the portfolio and ranks #53 among its holdings. This is a return to the name: Claraphi Advisory Network previously reported a position in FBT as recently as Q3 2019.

Claraphi Advisory Network first reported a position in FBT in Q3 2018 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

Claraphi Advisory Network held 8,736 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.35M as of Q4 2022.
First Trust NYSE Arca Biotechnology Index Fund was a new Claraphi Advisory Network position in Q4 2022.
First Trust NYSE Arca Biotechnology Index Fund made up 0.54% of Claraphi Advisory Network's portfolio in Q4 2022, its #53 holding.
Claraphi Advisory Network first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.