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Concord Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-10
Closed -$1.54K – 979
2024
Q2 		$1.54K Buy
+10
New +$1.5K ﹤0.01% 684

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Concord Wealth Partners's FBT Position: Q3 2024 in Review

Concord Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2024, closing a stake of 10 shares — an estimated $1.54K sold.

Concord Wealth Partners first reported a position in FBT in Q2 2024 and held it in 1 quarter. The position peaked at $1.54K in Q2 2024. 257 funds tracked by Wall St. Rank hold FBT as of Q3 2024.

  • Concord Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 10 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2024, an estimated $1.54K.
  • Concord Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.54K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.