Heritage Wealth Management (Arizona)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$101K	Buy	656 +328	+100%	+$48.4K	0.01%	412
2022 Q3	$43K	Sell	328 -3	-0.9%	-$421	0.01%	418
2022 Q2	$44.9K	Sell	331 -57	-15%	-$7.86K	0.01%	441
2022 Q1	$58K	Buy	+388	New	+$57.4K	0.02%	454
2021 Q3	$73K	Sell	440 -16	-4%	-$2.73K	0.03%	398
2021 Q2	$79K	Sell	456 -36	-7%	-$5.95K	0.03%	383
2021 Q1	$79K	Buy	+492	New	+$84.2K	0.04%	287

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Heritage Wealth Management (Arizona)'s FBT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 100% in Q4 2022, buying an estimated $48.4K and bringing the position to 656 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #412.

Heritage Wealth Management (Arizona) first reported a position in FBT in Q1 2021 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

Heritage Wealth Management (Arizona) held 656 shares of First Trust NYSE Arca Biotechnology Index Fund worth $101K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 328 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2022, an estimated $48.4K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #412 holding.
Heritage Wealth Management (Arizona) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2021 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.