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

Clearview Wealth 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
2022 Q2	–	Sell	-45	Closed	-$7K	–	606
2022 Q1	$7K	Hold	45	–	–	﹤0.01%	418
2021 Q4	$7K	Hold	45	–	–	﹤0.01%	455
2021 Q3	$7K	Hold	45	–	–	﹤0.01%	463
2021 Q2	$8K	Hold	45	–	–	﹤0.01%	462
2021 Q1	$7K	Hold	45	–	–	﹤0.01%	445
2020 Q4	$8K	Buy	+45	New	+$7.3K	0.01%	400

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's FBT Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 45 shares — an estimated $7K sold.

Clearview Wealth Advisors first reported a position in FBT in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

Clearview Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 45 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $7K.
Clearview Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $8K in Q2 2021.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.