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Delos Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-20
Closed -$3K – 228
2021
Q2 		$3K Buy
+20
New +$3.3K ﹤0.01% 126

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
LPL Financial
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Delos Wealth Advisors's FBT Position: Q3 2021 in Review

Delos Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2021, closing a stake of 20 shares — an estimated $3K sold.

Delos Wealth Advisors first reported a position in FBT in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

  • Delos Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2021 after selling out during the quarter.
  • Delos Wealth Advisors sold 20 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $3K.
  • Delos Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on Delos Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.