Financial Gravity Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-51	Closed	-$8.06K	–	1543
2024 Q1	$8.06K	Sell	51 -2	-4%	-$305	﹤0.01%	509
2023 Q4	$8.32K	Buy	+53	New	+$7.61K	﹤0.01%	521
2021 Q3	$166K	Buy	+5	New	+$854	0.08%	227
2020 Q4	$2K	Buy	+9	New	+$1.46K	﹤0.01%	314
2019 Q4	$149K	Sell	84 -84	-50%	-$11.5K	0.1%	186
2019 Q3	$21K	Sell	168 -142	-46%	-$18.9K	0.02%	441
2019 Q2	$44K	Sell	310 -218	-41%	-$30.1K	0.04%	341
2019 Q1	$80K	Buy	+528	New	+$76K	0.06%	230

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's FBT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024, closing a stake of 51 shares — an estimated $8.06K sold.

Financial Gravity Asset Management first reported a position in FBT in Q1 2019 and held it in 8 quarters. The position peaked at $166K in Q3 2021. 251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 51 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2024, an estimated $8.06K.
Financial Gravity Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 8 quarters.
Financial Gravity Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $166K in Q3 2021.
251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.