Good Life Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Good Life 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 Q1	–	Sell	-2,295	Closed	-$363K	–	468
2023 Q4	$363K	Sell	2,295 -541	-19%	-$77.7K	0.04%	296
2023 Q3	$415K	Sell	2,836 -229	-7%	-$34.9K	0.05%	240
2023 Q2	$469K	Sell	3,065 -1,099	-26%	-$171K	0.05%	230
2023 Q1	$646K	Buy	+4,164	New	+$654K	0.08%	179
2017 Q2	–	Sell	-5,934	Closed	-$604K	–	209
2017 Q1	$604K	Buy	+5,934	New	+$595K	0.29%	66

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

Good Life Advisors's FBT Position: Q1 2024 in Review

Good Life Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 2,295 shares — an estimated $363K sold.

Good Life Advisors first reported a position in FBT in Q1 2017 and held it in 5 quarters. The position peaked at $646K in Q1 2023. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

Good Life Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
Good Life Advisors sold 2,295 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $363K.
Good Life Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and held it in 5 quarters.
Good Life Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $646K in Q1 2023.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Good Life Advisors's 13F filing for Q1 2024, filed 3 May 2024.