Harper Investing’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Harper Investing’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
2023 Q1	–	Sell	-3,231	Closed	-$498K	–	26
2022 Q4	$498K	Sell	3,231 -5,069	-61%	-$748K	0.61%	21
2022 Q3	$1.09M	Buy	8,300 +516	+7%	+$72.4K	1.12%	21
2022 Q2	$1.05M	Buy	7,784 +1,052	+16%	+$145K	1.07%	21
2022 Q1	$1M	Buy	+6,732	New	+$996K	0.93%	27

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Harper Investing's FBT Position: Q1 2023 in Review

Harper Investing sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2023, closing a stake of 3,231 shares — an estimated $498K sold.

Harper Investing first reported a position in FBT in Q1 2022 and held it in 4 quarters. The position peaked at $1.09M in Q3 2022. 245 funds tracked by Wall St. Rank hold FBT as of Q1 2023.

Harper Investing reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2023 after selling out during the quarter.
Harper Investing sold 3,231 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2023, an estimated $498K.
Harper Investing first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 4 quarters.
Harper Investing's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.09M in Q3 2022.
245 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2023.

Based on Harper Investing's 13F filing for Q1 2023, filed 26 Apr 2023.