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Karp Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Karp Capital 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
2022
Q1 		– Sell
-74,930
Closed -$12.1M – 141
2021
Q4 		$12.1M Buy
74,930
+9,779
+15% +$1.58M 1.52% 22
2021
Q3 		$10.8M Buy
+65,151
New +$11.1M 1.53% 18
2021
Q2 		– Sell
-53,795
Closed -$8.63M – 168
2021
Q1 		$8.63M Buy
53,795
+3,830
+8% +$656K 1.56% 22
2020
Q4 		$8.39M Buy
49,965
+360
+0.7% +$58.4K 1.73% 21
2020
Q3 		$7.8M Buy
49,605
+4,455
+10% +$728K 1.91% 21
2020
Q2 		$7.58M Buy
45,150
+2,654
+6% +$417K 2.1% 16
2020
Q1 		$5.57M Buy
42,496
+4,446
+12% +$633K 1.83% 18
2019
Q4 		$5.66M Buy
38,050
+1,355
+4% +$186K 1.49% 28
2019
Q3 		$4.54M Buy
36,695
+11,115
+43% +$1.48M 1.32% 33
2019
Q2 		$3.6M Buy
25,580
+23,145
+951% +$3.19M 1.14% 39
2019
Q1 		$367K Buy
2,435
+170
+8% +$24.5K 0.13% 95
2018
Q4 		$281K Sell
2,265
-370
-14% -$50.6K 0.13% 90
2018
Q3 		$418K Buy
2,635
+20
+0.8% +$3.03K 0.14% 102
2018
Q2 		$366K Buy
+2,615
New +$359K 0.14% 102

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Karp Capital Management's FBT Position: Q1 2022 in Review

Karp Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 74,930 shares — an estimated $12.1M sold.

Karp Capital Management first reported a position in FBT in Q2 2018 and held it in 14 quarters. The position peaked at $12.1M in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

  • Karp Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Karp Capital Management sold 74,930 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $12.1M.
  • Karp Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and held it in 14 quarters.
  • Karp Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $12.1M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.