Cypress Wealth Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-2,196	Closed	-$352K	–	268
2021 Q1	$352K	Sell	2,196 -64	-3%	-$11K	0.07%	199
2020 Q4	$380K	Buy	+2,260	New	+$367K	0.08%	179
2020 Q3	–	Sell	-2,447	Closed	-$400K	–	323
2020 Q2	$411K	Buy	+2,447	New	+$384K	0.1%	164

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cypress Wealth Services's FBT Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 2,196 shares — an estimated $352K sold.

Cypress Wealth Services first reported a position in FBT in Q2 2020 and held it in 3 quarters. The position peaked at $411K in Q2 2020. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 2,196 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $352K.
Cypress Wealth Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 3 quarters.
Cypress Wealth Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $411K in Q2 2020.
233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.