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Cornerstone Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-160
Closed -$26K – 390
2021
Q4 		$26K Buy
+160
New +$25.9K ﹤0.01% 500

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisory's FBT Position: Q1 2022 in Review

Cornerstone Advisory sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 160 shares — an estimated $26K sold.

Cornerstone Advisory first reported a position in FBT in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

  • Cornerstone Advisory reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 160 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $26K.
  • Cornerstone Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $26K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.