Golden State Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Golden State Wealth 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	-1,511	Closed	-$245K	–	324
2021 Q4	$245K	Hold	1,511	–	–	0.04%	328
2021 Q3	$251K	Hold	1,511	–	–	0.05%	257
2021 Q2	$261K	Sell	1,511 -200	-12%	-$33K	0.06%	242
2021 Q1	$274K	Hold	1,711	–	–	0.09%	158
2020 Q4	$287K	Hold	1,711	–	–	0.08%	183
2020 Q3	$269K	Buy	+1,711	New	+$280K	0.09%	155
2020 Q2	–	Sell	-1,711	Closed	-$224K	–	421
2020 Q1	$224K	Buy	+1,711	New	+$244K	0.1%	142
2019 Q4	–	Sell	-1,685	Closed	-$209K	–	336
2019 Q3	$209K	Sell	1,685 -200	-11%	-$26.6K	0.07%	195
2019 Q2	$265K	Hold	1,885	–	–	0.08%	184
2019 Q1	$284K	Buy	+1,885	New	+$271K	0.09%	176

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

Golden State Wealth Management's FBT Position: Q1 2022 in Review

Golden State Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 1,511 shares — an estimated $245K sold.

Golden State Wealth Management first reported a position in FBT in Q1 2019 and held it in 10 quarters. The position peaked at $287K in Q4 2020. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Golden State Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Golden State Wealth Management sold 1,511 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $245K.
Golden State Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $287K in Q4 2020.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.