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

Harborview 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
2021 Q3	$363K	Buy	2,185 +15	+0.7%	+$2.56K	0.2%	81
2021 Q2	$375K	Buy	2,170 +239	+12%	+$39.5K	0.21%	76
2021 Q1	$310K	Buy	1,931 +218	+13%	+$37.3K	0.19%	78
2020 Q4	$288K	Buy	1,713 +239	+16%	+$38.8K	0.19%	77
2020 Q3	$232K	Sell	1,474 -81	-5%	-$13.2K	0.18%	83
2020 Q2	$261K	Buy	1,555 +2	+0.1%	+$314	0.22%	74
2020 Q1	$204K	Buy	1,553 +35	+2%	+$4.99K	0.2%	79
2019 Q4	$226K	Buy	+1,518	New	+$208K	0.17%	78
2019 Q3	–	Sell	-1,441	Closed	-$203K	–	86
2019 Q2	$203K	Buy	1,441 +1	+0.1%	+$138	0.16%	79
2019 Q1	$217K	Buy	+1,440	New	+$207K	0.19%	69

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

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

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

Harborview Advisors's FBT Position: Q3 2021 in Review

Harborview Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.69% in Q3 2021, buying an estimated $2.56K and bringing the position to 2,185 shares worth $363K. The position accounts for 0.2% of the portfolio, ranked #81.

Harborview Advisors first reported a position in FBT in Q1 2019 and has held it in 10 quarters since. The position peaked at $375K in Q2 2021. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

Harborview Advisors held 2,185 shares of First Trust NYSE Arca Biotechnology Index Fund worth $363K as of Q3 2021.
Harborview Advisors bought 15 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $2.56K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.2% of Harborview Advisors's portfolio in Q3 2021, its #81 holding.
Harborview Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 10 quarters since.
Harborview Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $375K in Q2 2021.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.