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

Clear Point 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
Q4 		– Sell
-395
Closed -$67.9K – 247
2024
Q3 		$67.9K Hold
395
– – 0.05% 171
2024
Q2 		$60.8K Hold
395
– – 0.05% 172
2024
Q1 		$60.7K Hold
395
– – 0.05% 179
2023
Q4 		$62.4K Buy
+395
New +$56.7K 0.06% 170

Other funds holding FBT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Point Advisors's FBT Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2024, closing a stake of 395 shares — an estimated $67.9K sold.

Clear Point Advisors first reported a position in FBT in Q4 2023 and held it in 4 quarters. The position peaked at $67.9K in Q3 2024. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

  • Clear Point Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 395 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $67.9K.
  • Clear Point Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $67.9K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.