Crumly & Associates’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Crumly & Associates’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	-5,691	Closed	-$849K	–	113
2022 Q1	$849K	Sell	5,691 -1,983	-26%	-$293K	0.32%	50
2021 Q4	$1.13M	Sell	7,674 -11,039	-59%	-$1.79M	0.45%	42
2021 Q3	$3.11M	Sell	18,713 -543	-3%	-$92.8K	1.44%	20
2021 Q2	$3.32M	Sell	19,256 -15,947	-45%	-$2.63M	1.61%	20
2021 Q1	$5.65M	Sell	35,203 -3,042	-8%	-$521K	3.3%	11
2020 Q4	$6.91M	Buy	38,245 +4,033	+12%	+$654K	4.85%	5
2020 Q3	$5.38M	Buy	34,212 +7,760	+29%	+$1.27M	4.6%	6
2020 Q2	$4.44M	Buy	26,452 +4,097	+18%	+$643K	4.16%	9
2020 Q1	$2.93M	Sell	22,355 -5,816	-21%	-$829K	3.6%	10
2019 Q4	$4.19M	Buy	+28,171	New	+$3.87M	4.34%	9

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Crumly & Associates's FBT Position: Q2 2022 in Review

Crumly & Associates sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 5,691 shares — an estimated $849K sold.

Crumly & Associates first reported a position in FBT in Q4 2019 and held it in 10 quarters. The position peaked at $6.91M in Q4 2020. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

Crumly & Associates reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
Crumly & Associates sold 5,691 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $849K.
Crumly & Associates first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 10 quarters.
Crumly & Associates's First Trust NYSE Arca Biotechnology Index Fund position peaked at $6.91M in Q4 2020.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.