CWM
FBT icon

Curi Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-5
Closed -$1K – 368
2022
Q2 		$1K Hold
5
– – ﹤0.01% 559
2022
Q1 		$0 Buy
+5
New +$740 ﹤0.01% 556

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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
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

Curi Wealth Management's FBT Position: Q3 2022 in Review

Curi Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in FBT in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

  • Curi Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.