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

Ergawealth 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
2024 Q1	–	Sell	-1,417	Closed	-$224K	–	61
2023 Q4	$224K	Sell	1,417 -111	-7%	-$15.9K	0.14%	49
2023 Q3	$224K	Sell	1,528 -53	-3%	-$8.08K	0.15%	46
2023 Q2	$242K	Sell	1,581 -70	-4%	-$10.9K	0.17%	41
2023 Q1	$256K	Sell	1,651 -1,172	-42%	-$184K	0.21%	35
2022 Q4	$435K	Buy	+2,823	New	+$416K	0.39%	27

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Ergawealth Advisors's FBT Position: Q1 2024 in Review

Ergawealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 1,417 shares — an estimated $224K sold.

Ergawealth Advisors first reported a position in FBT in Q4 2022 and held it in 5 quarters. The position peaked at $435K in Q4 2022. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

Ergawealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
Ergawealth Advisors sold 1,417 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $224K.
Ergawealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and held it in 5 quarters.
Ergawealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $435K in Q4 2022.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Ergawealth Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.