First Trust Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

First Trust Advisors’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,640	Closed	-$323K	–	2368
2022 Q4	$323K	Sell	20,640 -1,500	-7%	-$25.5K	﹤0.01%	2297
2022 Q3	$391K	Sell	22,140 -1,865	-8%	-$38.4K	﹤0.01%	2284
2022 Q2	$470K	Sell	24,005 -61,436	-72%	-$1.44M	﹤0.01%	2218
2022 Q1	$2.51M	Sell	85,441 -1,691	-2%	-$50.4K	﹤0.01%	1692
2021 Q4	$3.39M	Buy	87,132 +738	+0.9%	+$29.4K	﹤0.01%	1569
2021 Q3	$3.33M	Buy	86,394 +950	+1%	+$38.5K	﹤0.01%	1551
2021 Q2	$3.56M	Buy	85,444 +21,937	+35%	+$832K	﹤0.01%	1560
2021 Q1	$2.27M	Buy	63,507 +1,846	+3%	+$67.3K	﹤0.01%	1676
2020 Q4	$2.24M	Buy	61,661 +5,565	+10%	+$172K	﹤0.01%	1516
2020 Q3	$1.44M	Buy	56,096 +23,876	+74%	+$596K	﹤0.01%	1557
2020 Q2	$730K	Hold	32,220	–	–	﹤0.01%	1876
2020 Q1	$538K	Sell	32,220 -3,780	-11%	-$74.2K	﹤0.01%	1912
2019 Q4	$738K	Hold	36,000	–	–	﹤0.01%	1994
2019 Q3	$746K	Hold	36,000	–	–	﹤0.01%	1984
2019 Q2	$749K	Buy	+36,000	New	+$730K	﹤0.01%	1967

Other funds holding BSTZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

First Trust Advisors's BSTZ Position: Q1 2023 in Review

First Trust Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2023, closing a stake of 20,640 shares — an estimated $323K sold.

First Trust Advisors first reported a position in BSTZ in Q2 2019 and held it in 15 quarters. The position peaked at $3.56M in Q2 2021. 94 funds tracked by Wall St. Rank hold BSTZ as of Q1 2023.

First Trust Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2023 after selling out during the quarter.
First Trust Advisors sold 20,640 BlackRock Science and Technology Term Trust shares in Q1 2023, an estimated $323K.
First Trust Advisors first reported a position in BlackRock Science and Technology Term Trust in Q2 2019 and held it in 15 quarters.
First Trust Advisors's BlackRock Science and Technology Term Trust position peaked at $3.56M in Q2 2021.
94 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.