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

Financial Management Professionals’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	-544	Closed	-$83K	–	927
2023 Q2	$83K	Sell	544 -16,969	-97%	-$2.65M	0.01%	210
2023 Q1	$2.71M	Buy	+17,513	New	+$2.75M	0.52%	36
2022 Q2	–	Sell	-10	Closed	-$1K	–	990
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	876
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	714
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	711
2021 Q2	$2K	Buy	+10	New	+$1.65K	﹤0.01%	671
2015 Q1	–	Sell	-34,728	Closed	-$3.54M	–	283
2014 Q4	$3.54M	Buy	+34,728	New	+$3.39M	1.96%	15

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.79B AUM 15.72% 1-Year Est. Return

Financial Management Professionals's FBT Position: Q3 2023 in Review

Financial Management Professionals sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2023, closing a stake of 544 shares — an estimated $83K sold.

Financial Management Professionals first reported a position in FBT in Q4 2014 and held it in 7 quarters. The position peaked at $3.54M in Q4 2014. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

Financial Management Professionals reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 544 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $83K.
Financial Management Professionals first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2014 and held it in 7 quarters.
Financial Management Professionals's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.54M in Q4 2014.
242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.