Financial Advocates Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Financial Advocates Investment Management’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 Q4	–	Sell	-1,572	Closed	-$270K	–	772
2024 Q3	$270K	Sell	1,572 -18	-1%	-$2.98K	0.02%	634
2024 Q2	$245K	Sell	1,590 -1,355	-46%	-$203K	0.02%	623
2024 Q1	$453K	Sell	2,945 -225	-7%	-$34.3K	0.03%	478
2023 Q4	$501K	Buy	3,170 +29	+0.9%	+$4.17K	0.03%	428
2023 Q3	$460K	Sell	3,141 -127	-4%	-$19.4K	0.03%	433
2023 Q2	$500K	Buy	3,268 +425	+15%	+$66.3K	0.04%	409
2023 Q1	$441K	Buy	2,843 +267	+10%	+$41.9K	0.03%	455
2022 Q4	$397K	Buy	2,576 +28	+1%	+$4.13K	0.03%	495
2022 Q3	$336K	Sell	2,548 -316	-11%	-$44.3K	0.03%	514
2022 Q2	$388K	Sell	2,864 -850	-23%	-$117K	0.03%	448
2022 Q1	$554K	Sell	3,714 -1,856	-33%	-$275K	0.04%	414
2021 Q4	$902K	Sell	5,570 -991	-15%	-$160K	0.06%	343
2021 Q3	$1.09M	Sell	6,561 -394	-6%	-$67.3K	0.07%	292
2021 Q2	$1.2M	Sell	6,955 -637	-8%	-$105K	0.08%	290
2021 Q1	$1.22M	Sell	7,592 -286	-4%	-$49K	0.09%	272
2020 Q4	$1.29M	Buy	7,878 +3,874	+97%	+$628K	0.09%	257
2020 Q3	$630K	Sell	4,004 -26	-0.6%	-$4.25K	0.05%	333
2020 Q2	$676K	Buy	4,030 +315	+8%	+$49.4K	0.06%	307
2020 Q1	$487K	Hold	3,715	–	–	0.07%	280
2019 Q4	$553K	Sell	3,715 -517	-12%	-$71K	0.06%	295
2019 Q3	$524K	Sell	4,232 -7,560	-64%	-$1.01M	0.06%	277
2019 Q2	$1.66M	Buy	11,792 +670	+6%	+$92.5K	0.19%	130
2019 Q1	$1.68M	Buy	11,122 +478	+4%	+$68.8K	0.21%	122
2018 Q4	$1.32M	Sell	10,644 -178	-2%	-$24.3K	0.18%	137
2018 Q3	$1.72M	Buy	10,822 +6,675	+161%	+$1.01M	0.19%	127
2018 Q2	$587K	Buy	4,147 +313	+8%	+$43K	0.07%	248
2018 Q1	$510K	Sell	3,834 -47	-1%	-$6.42K	0.07%	254
2017 Q4	$483K	Buy	+3,881	New	+$479K	0.07%	260

Other funds holding FBT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's FBT Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2024, closing a stake of 1,572 shares — an estimated $270K sold.

Financial Advocates Investment Management first reported a position in FBT in Q4 2017 and held it in 28 quarters. The position peaked at $1.72M in Q3 2018. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

Financial Advocates Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 1,572 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $270K.
Financial Advocates Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 28 quarters.
Financial Advocates Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.72M in Q3 2018.
256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.