Integrated Advisors Network’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Integrated Advisors Network’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 Q4	–	Sell	-5,117	Closed	-$749K	–	675
2023 Q3	$749K	Sell	5,117 -5,348	-51%	-$815K	0.05%	332
2023 Q2	$1.6M	Sell	10,465 -455	-4%	-$71K	0.09%	222
2023 Q1	$1.69M	Sell	10,920 -1,215	-10%	-$191K	0.1%	203
2022 Q4	$1.87M	Sell	12,135 -443	-4%	-$65.4K	0.12%	190
2022 Q3	$1.66M	Buy	+12,578	New	+$1.76M	0.11%	189
2022 Q2	–	Sell	-12,539	Closed	-$1.87M	–	684
2022 Q1	$1.87M	Buy	12,539 +5,509	+78%	+$815K	0.11%	204
2021 Q4	$1.14M	Buy	7,030 +1,545	+28%	+$250K	0.07%	257
2021 Q3	$911K	Buy	5,485 +422	+8%	+$72.1K	0.06%	280
2021 Q2	$874K	Buy	+5,063	New	+$836K	0.06%	241

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Integrated Advisors Network's FBT Position: Q4 2023 in Review

Integrated Advisors Network sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 5,117 shares — an estimated $749K sold.

Integrated Advisors Network first reported a position in FBT in Q2 2021 and held it in 9 quarters. The position peaked at $1.87M in Q4 2022. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

Integrated Advisors Network reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
Integrated Advisors Network sold 5,117 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $749K.
Integrated Advisors Network first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2021 and held it in 9 quarters.
Integrated Advisors Network's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.87M in Q4 2022.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.