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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 – 1776
2024
Q1 		$8.06K Sell
51
-4
-7% -$610 ﹤0.01% 760
2023
Q4 		$8.54K Buy
55
+53
+2,650% +$7.61K ﹤0.01% 808
2023
Q3 		$217 Buy
+2
New +$305 ﹤0.01% 941
2023
Q2 		– Sell
-155
Closed -$254 – 1691
2023
Q1 		$254 Buy
+155
New +$24.3K 0.01% 578
2022
Q4 		– Sell
-132
Closed -$216 – 1467
2022
Q3 		$216 Sell
132
-4
-3% -$561 0.01% 538
2022
Q2 		$222 Sell
136
-13
-9% -$1.79K 0.01% 516
2022
Q1 		$244 Sell
149
-823
-85% -$122K 0.01% 541
2021
Q4 		$755 Buy
972
+967
+19,340% +$156K 0.02% 423
2021
Q3 		$166K Buy
+5
New +$854 0.08% 227
2021
Q2 		– Sell
-5
Closed -$853 – 986
2021
Q1 		$853 Sell
5
-4
-44% -$685 0.02% 331
2020
Q4 		$2K Buy
+9
New +$1.46K ﹤0.01% 314
2020
Q2 		– Sell
-39
Closed -$5.06K – 308
2020
Q1 		$5.06K Sell
39
-45
-54% -$6.41K 0.02% 325
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
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
Royal Bank of Canada
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 16 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 16 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.