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

FourThought Financial’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 Q3	$26K	Hold	195	–	–	﹤0.01%	795
2022 Q2	$26K	Hold	195	–	–	﹤0.01%	797
2022 Q1	$29K	Hold	195	–	–	﹤0.01%	813
2021 Q4	$32K	Hold	195	–	–	﹤0.01%	803
2021 Q3	$32K	Buy	+195	New	+$33.3K	﹤0.01%	823

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

FourThought Financial's FBT Position: Q3 2022 in Review

FourThought Financial held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2022 at 195 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

FourThought Financial first reported a position in FBT in Q3 2021 and has held it in 5 quarters since. The position peaked at $32K in Q4 2021. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

FourThought Financial held 195 shares of First Trust NYSE Arca Biotechnology Index Fund worth $26K as of Q3 2022.
FourThought Financial left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2022.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #795 holding.
FourThought Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's First Trust NYSE Arca Biotechnology Index Fund position peaked at $32K in Q4 2021.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.