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Coastwise Capital Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Coastwise Capital Group’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
-1,480
Closed -$221K – 108
2022
Q1 		$221K Buy
+1,480
New +$219K 0.27% 92

Other funds holding FBT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coastwise Capital Group's FBT Position: Q2 2022 in Review

Coastwise Capital Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 1,480 shares — an estimated $221K sold.

Coastwise Capital Group first reported a position in FBT in Q1 2022 and held it in 1 quarter. The position peaked at $221K in Q1 2022. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

  • Coastwise Capital Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
  • Coastwise Capital Group sold 1,480 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $221K.
  • Coastwise Capital Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 1 quarter.
  • Coastwise Capital Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $221K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on Coastwise Capital Group's 13F filing for Q2 2022, filed 15 Aug 2022.