Cutler Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cutler Group’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	-400	Closed	-$1K	–	5077
2022 Q2	$1K	Sell	400 -300	-43%	-$41.4K	﹤0.01%	4567
2022 Q1	$1K	Buy	700 +200	+40%	+$29.6K	﹤0.01%	4951
2021 Q4	$1K	Buy	+500	New	+$80.9K	﹤0.01%	4991
2020 Q1	–	Sell	-200	Closed	-$2K	–	4189
2019 Q4	$2K	Buy	+200	New	+$27.5K	﹤0.01%	3429
2017 Q4	–	Sell	-1,700	Closed	-$24K	–	5176
2017 Q3	$24K	Sell	1,700 -700	-29%	-$82.8K	﹤0.01%	2950
2017 Q2	$26K	Sell	2,400 -1,400	-37%	-$151K	﹤0.01%	3135
2017 Q1	$15K	Sell	3,800 -7,000	-65%	-$701K	﹤0.01%	3618
2016 Q4	$19K	Buy	10,800 +7,000	+184%	+$656K	﹤0.01%	3508
2016 Q3	$10K	Buy	3,800 +2,500	+192%	+$245K	﹤0.01%	4200
2016 Q2	$1K	Buy	+1,300	New	+$119K	﹤0.01%	6046

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cutler Group's FBT Position: Q4 2022 in Review

Cutler Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2022, closing a stake of 306 shares — an estimated $40K sold.

Cutler Group first reported a position in FBT in Q4 2015 and held it in 8 quarters. The position peaked at $194K in Q4 2021. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

Cutler Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 306 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2022, an estimated $40K.
Cutler Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and held it in 8 quarters.
Cutler Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $194K in Q4 2021.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.