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

DB Wealth Management 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
2023 Q4	$10.3K	Hold	65	–	–	0.01%	284
2023 Q3	$9.51K	Hold	65	–	–	0.01%	283
2023 Q2	$9.95K	Hold	65	–	–	0.01%	283
2023 Q1	$10.1K	Hold	65	–	–	0.01%	279
2022 Q4	$10K	Buy	+65	New	+$9.59K	0.01%	277
2021 Q2	–	Sell	-23	Closed	-$4K	–	356
2021 Q1	$4K	Hold	23	–	–	﹤0.01%	313
2020 Q4	$4K	Buy	+23	New	+$3.73K	﹤0.01%	311

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

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

DB Wealth Management Group's FBT Position: Q4 2023 in Review

DB Wealth Management Group held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q4 2023 at 65 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #284.

DB Wealth Management Group first reported a position in FBT in Q4 2020 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

DB Wealth Management Group held 65 shares of First Trust NYSE Arca Biotechnology Index Fund worth $10.3K as of Q4 2023.
DB Wealth Management Group left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q4 2023.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #284 holding.
DB Wealth Management Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.