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Farmers & Merchants Investments Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-173
Closed -$26.5K – 1776
2023
Q2 		$26.5K Hold
173
– – ﹤0.01% 471
2023
Q1 		$26.8K Buy
+173
New +$27.2K ﹤0.01% 472

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Wells Fargo
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's FBT Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2023, closing a stake of 173 shares — an estimated $26.5K sold.

Farmers & Merchants Investments Inc first reported a position in FBT in Q1 2023 and held it in 2 quarters. The position peaked at $26.8K in Q1 2023. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 173 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $26.5K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2023 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $26.8K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.