Freedom Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Freedom Investment Management’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 Q1	–	Sell	-1,412	Closed	-$229K	–	837
2021 Q4	$229K	Buy	1,412 +10	+0.7%	+$1.62K	0.02%	760
2021 Q3	$233K	Sell	1,402 -36	-3%	-$6.15K	0.02%	712
2021 Q2	$248K	Buy	1,438 +10	+0.7%	+$1.65K	0.02%	759
2021 Q1	$229K	Sell	1,428 -1,970	-58%	-$337K	0.02%	750
2020 Q4	$571K	Sell	3,398 -475	-12%	-$77.1K	0.06%	297
2020 Q3	$609K	Sell	3,873 -783	-17%	-$128K	0.07%	249
2020 Q2	$781K	Sell	4,656 -106	-2%	-$16.6K	0.09%	192
2020 Q1	$714K	Buy	4,762 +713	+18%	+$102K	0.06%	251
2019 Q4	$602K	Sell	4,049 -601	-13%	-$82.5K	0.05%	307
2019 Q3	$575K	Sell	4,650 -767	-14%	-$102K	0.05%	324
2019 Q2	$763K	Sell	5,417 -269	-5%	-$37.1K	0.06%	268
2019 Q1	$858K	Buy	+5,686	New	+$818K	0.07%	268

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

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

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

BFG

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

RJA

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

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

Freedom Investment Management's FBT Position: Q1 2022 in Review

Freedom Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 1,412 shares — an estimated $229K sold.

Freedom Investment Management first reported a position in FBT in Q1 2019 and held it in 12 quarters. The position peaked at $858K in Q1 2019. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Freedom Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 1,412 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $229K.
Freedom Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 12 quarters.
Freedom Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $858K in Q1 2019.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.