Financial Partners Group (Kansas)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Financial Partners Group (Kansas)’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
2022 Q2	–	Sell	-1,430	Closed	-$213K	–	155
2022 Q1	$213K	Sell	1,430 -391	-21%	-$57.8K	0.05%	153
2021 Q4	$271K	Sell	1,821 -350	-16%	-$56.6K	0.06%	143
2021 Q3	$361K	Sell	2,171 -219	-9%	-$37.4K	0.09%	112
2021 Q2	$413K	Sell	2,390 -5,556	-70%	-$918K	0.11%	98
2021 Q1	$1.27M	Buy	7,946 +270	+4%	+$46.2K	0.36%	45
2020 Q4	$1.37M	Sell	7,676 -237	-3%	-$38.4K	0.41%	39
2020 Q3	$1.24M	Sell	7,913 -373	-5%	-$61K	0.43%	36
2020 Q2	$1.39M	Sell	8,286 -766	-8%	-$120K	0.54%	33
2020 Q1	$1.15M	Buy	+9,052	New	+$1.29M	0.71%	23

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Partners Group (Kansas)'s FBT Position: Q2 2022 in Review

Financial Partners Group (Kansas) sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 1,430 shares — an estimated $213K sold.

Financial Partners Group (Kansas) first reported a position in FBT in Q1 2020 and held it in 9 quarters. The position peaked at $1.39M in Q2 2020. 223 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

Financial Partners Group (Kansas) reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 1,430 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $213K.
Financial Partners Group (Kansas) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and held it in 9 quarters.
Financial Partners Group (Kansas)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.39M in Q2 2020.
223 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2022, filed 12 Aug 2022.