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Keystone Wealth Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Keystone Wealth Services’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
-1,867
Closed -$302K – 182
2021
Q4 		$302K Buy
+1,867
New +$302K 0.12% 132

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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

Keystone Wealth Services's FBT Position: Q1 2022 in Review

Keystone Wealth Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 1,867 shares — an estimated $302K sold.

Keystone Wealth Services first reported a position in FBT in Q4 2021 and held it in 1 quarter. The position peaked at $302K in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

  • Keystone Wealth Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 1,867 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $302K.
  • Keystone Wealth Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $302K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Keystone Wealth Services's 13F filing for Q1 2022, filed 21 Apr 2022.