High Net Worth Advisory Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

High Net Worth Advisory Group’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	-870	Closed	-$134K	–	313
2022 Q4	$134K	Hold	870	–	–	0.05%	217
2022 Q3	$115K	Hold	870	–	–	0.05%	226
2022 Q2	$118K	Hold	870	–	–	0.05%	225
2022 Q1	$130K	Sell	870 -20	-2%	-$2.96K	0.05%	224
2021 Q4	$144K	Buy	+890	New	+$144K	0.05%	216

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

High Net Worth Advisory Group's FBT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2023, closing a stake of 870 shares — an estimated $134K sold.

High Net Worth Advisory Group first reported a position in FBT in Q4 2021 and held it in 5 quarters. The position peaked at $144K in Q4 2021. 245 funds tracked by Wall St. Rank hold FBT as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 870 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2023, an estimated $134K.
High Net Worth Advisory Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $144K in Q4 2021.
245 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.