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

HHM Wealth 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
2022 Q3	–	Sell	-3	Closed	–	–	694
2022 Q2	$0	Buy	+3	New	+$414	﹤0.01%	796
2021 Q2	–	Sell	-3	Closed	–	–	627
2021 Q1	$0	Buy	3 +2	+200%	+$342	﹤0.01%	590
2020 Q4	$0	Hold	1	–	–	﹤0.01%	542
2020 Q3	$0	Hold	1	–	–	﹤0.01%	515
2020 Q2	$0	Sell	1 -229	-100%	-$35.9K	﹤0.01%	498
2020 Q1	$30K	Buy	+230	New	+$32.8K	0.01%	258

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

HHM Wealth Advisors's FBT Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 3 shares.

HHM Wealth Advisors first reported a position in FBT in Q1 2020 and held it in 6 quarters. The position peaked at $30K in Q1 2020. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

HHM Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 3 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022.
HHM Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and held it in 6 quarters.
HHM Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $30K in Q1 2020.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.