IAG Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-98	Closed	-$15.2K	–	461
2023 Q1	$15.2K	Buy	+98	New	+$15.4K	﹤0.01%	259
2021 Q1	–	Sell	-15	Closed	-$3K	–	373
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	314
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	304
2020 Q2	$3K	Sell	15 -53	-78%	-$8.32K	﹤0.01%	311
2020 Q1	$9K	Sell	68 -221	-76%	-$31.5K	0.01%	216
2019 Q4	$43K	Buy	+289	New	+$39.7K	0.03%	115

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

IAG Wealth Partners's FBT Position: Q2 2023 in Review

IAG Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2023, closing a stake of 98 shares — an estimated $15.2K sold.

IAG Wealth Partners first reported a position in FBT in Q4 2019 and held it in 6 quarters. The position peaked at $43K in Q4 2019. 249 funds tracked by Wall St. Rank hold FBT as of Q2 2023.

IAG Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 98 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2023, an estimated $15.2K.
IAG Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 6 quarters.
IAG Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $43K in Q4 2019.
249 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.