Householder Group Estate & Retirement Specialist’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$135K	Sell	815 -119	-13%	-$20.3K	0.1%	132
2024 Q3	$160K	Sell	934 -2	-0.2%	-$331	0.05%	287
2024 Q2	$144K	Buy	936 +4	+0.4%	+$600	0.04%	287
2024 Q1	$143K	Sell	932 -83	-8%	-$12.7K	0.04%	291
2023 Q4	$160K	Hold	1,015	–	–	0.05%	264
2023 Q3	$149K	Buy	+1,015	New	+$155K	0.05%	253
2023 Q1	$170K	Buy	+1,097	New	+$172K	0.07%	218
2022 Q4	–	Sell	-1,134	Closed	-$149K	–	557
2022 Q3	$149K	Buy	+1,134	New	+$159K	0.06%	206
2022 Q2	–	Sell	-1,392	Closed	-$208K	–	194
2022 Q1	$208K	Buy	1,392 +21	+2%	+$3.11K	0.08%	188
2021 Q4	$222K	Buy	+1,371	New	+$222K	0.08%	185

Other funds holding FBT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FBT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 13% in Q4 2024, selling an estimated $20.3K and leaving 815 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #132.

Householder Group Estate & Retirement Specialist first reported a position in FBT in Q4 2021 and has held it in 10 quarters since. The position peaked at $222K in Q4 2021. 256 funds tracked by Wall St. Rank hold FBT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 815 shares of First Trust NYSE Arca Biotechnology Index Fund worth $135K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 119 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2024, an estimated $20.3K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #132 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's First Trust NYSE Arca Biotechnology Index Fund position peaked at $222K in Q4 2021.
256 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.