J. Arnold Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

J. Arnold 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
2023 Q2	–	Sell	-73,762	Closed	-$11.4M	–	24
2023 Q1	$11.4M	Buy	73,762 +3,073	+4%	+$483K	5.59%	9
2022 Q4	$10.9M	Buy	70,689 +2,363	+3%	+$349K	5.37%	10
2022 Q3	$9.02M	Buy	+68,326	New	+$9.59M	5.08%	5
2021 Q4	–	Sell	-1,366	Closed	-$227K	–	55
2021 Q3	$227K	Sell	1,366 -514	-27%	-$87.8K	0.11%	36
2021 Q2	$325K	Sell	1,880 -9	-0.5%	-$1.49K	0.16%	36
2021 Q1	$302K	Sell	1,889 -7,156	-79%	-$1.23M	0.17%	36
2020 Q4	$1.52M	Buy	9,045 +4,269	+89%	+$693K	0.9%	15
2020 Q3	$751K	Sell	4,776 -12,029	-72%	-$1.97M	0.56%	16
2020 Q2	$2.82M	Buy	+16,805	New	+$2.64M	2.36%	7
2020 Q1	–	Sell	-10,225	Closed	-$1.52M	–	45
2019 Q4	$1.52M	Buy	+10,225	New	+$1.4M	1.95%	14

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

J. Arnold Wealth Management's FBT Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2023, closing a stake of 73,762 shares — an estimated $11.4M sold.

J. Arnold Wealth Management first reported a position in FBT in Q4 2019 and held it in 10 quarters. The position peaked at $11.4M in Q1 2023. 249 funds tracked by Wall St. Rank hold FBT as of Q2 2023.

J. Arnold Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 73,762 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2023, an estimated $11.4M.
J. Arnold Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 10 quarters.
J. Arnold Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $11.4M in Q1 2023.
249 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.