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Kingsbury Capital Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kingsbury Capital Investment Advisors’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
Q3 		$1.56M Sell
11,806
-734
-6% -$103K 2.38% 10
2022
Q2 		$1.7M Sell
12,540
-1,970
-14% -$272K 2.34% 9
2022
Q1 		$2.16M Buy
+14,510
New +$2.15M 2.38% 10

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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FBT Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 5.9% in Q3 2022, selling an estimated $103K and leaving 11,806 shares worth $1.56M. The position accounts for 2.38% of the portfolio, ranked #10.

Kingsbury Capital Investment Advisors first reported a position in FBT in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.16M in Q1 2022. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 11,806 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.56M as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 734 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $103K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 2.38% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #10 holding.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.16M in Q1 2022.
  • 218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.