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GGM Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

GGM Wealth Advisors’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
2024
Q4 		– Sell
-20,897
Closed -$3.59M – 146
2024
Q3 		$3.59M Buy
20,897
+331
+2% +$54.8K 1.55% 18
2024
Q2 		$3.17M Buy
+20,566
New +$3.09M 1.45% 20

Other funds holding FBT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GGM Wealth Advisors's FBT Position: Q4 2024 in Review

GGM Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2024, closing a stake of 20,897 shares — an estimated $3.59M sold.

GGM Wealth Advisors first reported a position in FBT in Q2 2024 and held it in 2 quarters. The position peaked at $3.59M in Q3 2024. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

  • GGM Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 20,897 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $3.59M.
  • GGM Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and held it in 2 quarters.
  • GGM Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.59M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.