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Credit Suisse’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Credit Suisse’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
2023
Q2 		– Sell
-2,126
Closed -$330K – 3194
2023
Q1 		$330K Buy
+2,126
New +$334K ﹤0.01% 2955
2022
Q4 		– Sell
-2,032
Closed -$268K – 4006
2022
Q3 		$268K Buy
2,032
+651
+47% +$91.3K ﹤0.01% 3125
2022
Q2 		$187K Buy
+1,381
New +$190K ﹤0.01% 3356
2017
Q4 		– Sell
-24,885
Closed -$3.08M – 4051
2017
Q3 		$3.08M Buy
24,885
+624
+3% +$73.8K ﹤0.01% 2176
2017
Q2 		$2.77M Buy
24,261
+10,352
+74% +$1.11M ﹤0.01% 2014
2017
Q1 		$1.47M Sell
13,909
-2,016
-13% -$202K ﹤0.01% 2586
2016
Q4 		$1.45M Sell
15,925
-5,852
-27% -$548K ﹤0.01% 2700
2016
Q3 		$2.17M Sell
21,777
-13,631
-38% -$1.34M ﹤0.01% 2311
2016
Q2 		$3.17M Sell
35,408
-1,313
-4% -$121K ﹤0.01% 1991
2016
Q1 		$3.21M Buy
36,721
+5,058
+16% +$446K ﹤0.01% 1841
2015
Q4 		$3.58M Sell
31,663
-54,441
-63% -$5.86M ﹤0.01% 1853
2015
Q3 		$8.72M Buy
86,104
+13,640
+19% +$1.62M 0.01% 1196
2015
Q2 		$8.99M Sell
72,464
-1,584
-2% -$191K 0.01% 1326
2015
Q1 		$8.76M Sell
74,048
-9,853
-12% -$1.11M 0.01% 1280
2014
Q4 		$8.56M Buy
83,901
+11,065
+15% +$1.08M 0.01% 1383
2014
Q3 		$6.68M Buy
72,836
+7,004
+11% +$608K 0.01% 1538
2014
Q2 		$5.42M Buy
65,832
+587
+0.9% +$44.9K ﹤0.01% 1888
2014
Q1 		$5M Buy
65,245
+20,228
+45% +$1.58M ﹤0.01% 1760
2013
Q4 		$3.11M Buy
45,017
+1,579
+4% +$104K ﹤0.01% 2254
2013
Q3 		$2.81M Buy
43,438
+20,903
+93% +$1.32M ﹤0.01% 2116
2013
Q2 		$1.31M Buy
+22,535
New +$1.29M ﹤0.01% 2587

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Credit Suisse's FBT Position: Q2 2023 in Review

Credit Suisse sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2023, closing a stake of 2,126 shares — an estimated $330K sold.

Credit Suisse first reported a position in FBT in Q2 2013 and held it in 21 quarters. The position peaked at $8.99M in Q2 2015. 249 funds tracked by Wall St. Rank hold FBT as of Q2 2023.

  • Credit Suisse reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2023 after selling out during the quarter.
  • Credit Suisse sold 2,126 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2023, an estimated $330K.
  • Credit Suisse first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 21 quarters.
  • Credit Suisse's First Trust NYSE Arca Biotechnology Index Fund position peaked at $8.99M in Q2 2015.
  • 249 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2023.

Based on Credit Suisse's 13F filing for Q2 2023, filed 11 Aug 2023.