Hochman Cole Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Hochman Cole Investment 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	$536K	Buy	3,225 +55	+2%	+$9.39K	0.21%	74
2021 Q2	$547K	Hold	3,170	–	–	0.22%	72
2021 Q1	$509K	Buy	3,170 +47	+2%	+$8.05K	0.21%	76
2020 Q4	$525K	Sell	3,123 -11	-0.4%	-$1.78K	0.23%	71
2020 Q3	$493K	Buy	3,134 +319	+11%	+$52.1K	0.24%	65
2020 Q2	$472K	Sell	2,815 -90	-3%	-$14.1K	0.26%	67
2020 Q1	$381K	Buy	2,905 +3	+0.1%	+$427	0.26%	65
2019 Q4	$432K	Hold	2,902	–	–	0.24%	71
2019 Q3	$359K	Sell	2,902 -383	-12%	-$51K	0.22%	76
2019 Q2	$463K	Sell	3,285 -231	-7%	-$31.9K	0.28%	67
2019 Q1	$530K	Buy	3,516 +1,349	+62%	+$194K	0.32%	65
2018 Q4	$269K	Buy	+2,167	New	+$296K	0.19%	88

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hochman Cole Investment Advisors's FBT Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.7% in Q3 2021, buying an estimated $9.39K and bringing the position to 3,225 shares worth $536K. The position accounts for 0.21% of the portfolio, ranked #74.

Hochman Cole Investment Advisors first reported a position in FBT in Q4 2018 and has held it in 12 quarters since. The position peaked at $547K in Q2 2021. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

Hochman Cole Investment Advisors held 3,225 shares of First Trust NYSE Arca Biotechnology Index Fund worth $536K as of Q3 2021.
Hochman Cole Investment Advisors bought 55 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $9.39K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.21% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #74 holding.
Hochman Cole Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 12 quarters since.
Hochman Cole Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $547K in Q2 2021.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.