Global Wealth Management Investment Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Global Wealth Management Investment Advisory’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 Q4	–	Sell	-100	Closed	-$17K	–	468
2021 Q3	$17K	Buy	+100	New	+$17.1K	0.01%	273
2021 Q2	–	Sell	-39	Closed	-$6K	–	455
2021 Q1	$6K	Buy	39 +34	+680%	+$5.82K	﹤0.01%	343
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	426
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	412
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	554
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	543
2019 Q4	$1K	Sell	5 -311	-98%	-$42.7K	﹤0.01%	551
2019 Q3	$39K	Buy	316 +306	+3,060%	+$40.7K	0.02%	187
2019 Q2	$1K	Sell	10 -281	-97%	-$38.8K	﹤0.01%	627
2019 Q1	$44K	Sell	291 -449	-61%	-$64.6K	0.02%	218
2018 Q4	$92K	Buy	+740	New	+$101K	0.05%	183

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BFG

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

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

Global Wealth Management Investment Advisory's FBT Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 100 shares — an estimated $17K sold.

Global Wealth Management Investment Advisory first reported a position in FBT in Q4 2018 and held it in 11 quarters. The position peaked at $92K in Q4 2018. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $17K.
Global Wealth Management Investment Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $92K in Q4 2018.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.