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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

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