Core Wealth Advisors (Florida)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Core Wealth Advisors (Florida)’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
2021 Q4	–	Sell	-201	Closed	-$33K	–	215
2021 Q3	$33K	Sell	201 -10	-5%	-$1.71K	0.02%	93
2021 Q2	$36K	Sell	211 -43	-17%	-$7.1K	0.02%	81
2021 Q1	$41K	Sell	254 -89	-26%	-$15.2K	0.04%	68
2020 Q4	$58K	Sell	343 -66	-16%	-$10.7K	0.05%	49
2020 Q3	$64K	Hold	409	–	–	0.06%	45
2020 Q2	$69K	Buy	+409	New	+$64.2K	0.06%	51

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Core Wealth Advisors (Florida)'s FBT Position: Q4 2021 in Review

Core Wealth Advisors (Florida) sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 201 shares — an estimated $33K sold.

Core Wealth Advisors (Florida) first reported a position in FBT in Q2 2020 and held it in 6 quarters. The position peaked at $69K in Q2 2020. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

Core Wealth Advisors (Florida) reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 201 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $33K.
Core Wealth Advisors (Florida) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $69K in Q2 2020.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2021, filed 14 Feb 2022.