Ironwood Financial’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-190	Closed	-$32K	–	254
2021 Q3	$32K	Hold	190	–	–	0.01%	234
2021 Q2	$33K	Hold	190	–	–	0.01%	228
2021 Q1	$30K	Hold	190	–	–	0.01%	222
2020 Q4	$32K	Hold	190	–	–	0.01%	196
2020 Q3	$30K	Hold	190	–	–	0.02%	147
2020 Q2	$32K	Hold	190	–	–	0.02%	135
2020 Q1	$25K	Hold	190	–	–	0.02%	125
2019 Q4	$28K	Hold	190	–	–	0.01%	167
2019 Q3	$24K	Hold	190	–	–	0.01%	179
2019 Q2	$27K	Hold	190	–	–	0.01%	169
2019 Q1	$29K	Hold	190	–	–	0.02%	159
2018 Q4	$24K	Hold	190	–	–	0.01%	164
2018 Q3	$30K	Buy	+190	New	+$28.8K	0.02%	156

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

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

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

Ironwood Financial's FBT Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 190 shares — an estimated $32K sold.

Ironwood Financial first reported a position in FBT in Q3 2018 and held it in 13 quarters. The position peaked at $33K in Q2 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

Ironwood Financial reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 190 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $32K.
Ironwood Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and held it in 13 quarters.
Ironwood Financial's First Trust NYSE Arca Biotechnology Index Fund position peaked at $33K in Q2 2021.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.