Focus Financial Network’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Focus Financial Network’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
2020 Q4	–	Sell	-1,841	Closed	-$290K	–	441
2020 Q3	$290K	Sell	1,841 -116	-6%	-$19K	0.03%	347
2020 Q2	$328K	Buy	1,957 +86	+5%	+$13.5K	0.04%	287
2020 Q1	$245K	Sell	1,871 -343	-15%	-$48.9K	0.03%	306
2019 Q4	$329K	Sell	2,214 -109	-5%	-$15K	0.04%	297
2019 Q3	$288K	Sell	2,323 -800	-26%	-$106K	0.04%	302
2019 Q2	$440K	Buy	3,123 +99	+3%	+$13.7K	0.07%	237
2019 Q1	$456K	Buy	+3,024	New	+$435K	0.07%	216

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Financial Network's FBT Position: Q4 2020 in Review

Focus Financial Network sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2020, closing a stake of 1,841 shares — an estimated $290K sold.

Focus Financial Network first reported a position in FBT in Q1 2019 and held it in 7 quarters. The position peaked at $456K in Q1 2019. 236 funds tracked by Wall St. Rank hold FBT as of Q4 2020.

Focus Financial Network reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2020 after selling out during the quarter.
Focus Financial Network sold 1,841 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2020, an estimated $290K.
Focus Financial Network first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 7 quarters.
Focus Financial Network's First Trust NYSE Arca Biotechnology Index Fund position peaked at $456K in Q1 2019.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2020.

Based on Focus Financial Network's 13F filing for Q4 2020, filed 24 Jul 2024.