ICA Group Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-20	Closed	-$3.08K	–	949
2024 Q1	$3.08K	Hold	20	–	–	﹤0.01%	1122
2023 Q4	$3.16K	Buy	+20	New	+$2.87K	﹤0.01%	1114
2023 Q3	–	Sell	-20	Closed	-$3.06K	–	541
2023 Q2	$3.06K	Sell	20 -45	-69%	-$7.02K	﹤0.01%	1070
2023 Q1	$10.1K	Hold	65	–	–	﹤0.01%	809
2022 Q4	$10K	Buy	+65	New	+$9.59K	﹤0.01%	823

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

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

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

BFG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ICA Group Wealth Management's FBT Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024, closing a stake of 20 shares — an estimated $3.08K sold.

ICA Group Wealth Management first reported a position in FBT in Q4 2022 and held it in 5 quarters. The position peaked at $10.1K in Q1 2023. 251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 20 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2024, an estimated $3.08K.
ICA Group Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10.1K in Q1 2023.
251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.