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Fortem Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-25
Closed -$4K – 254
2020
Q4 		$4K Buy
+25
New +$4.06K ﹤0.01% 414

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortem Financial Group's FBT Position: Q1 2021 in Review

Fortem Financial Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2021, closing a stake of 25 shares — an estimated $4K sold.

Fortem Financial Group first reported a position in FBT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q1 2021.

  • Fortem Financial Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 25 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2021, an estimated $4K.
  • Fortem Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.