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Kingsview Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kingsview 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
-11,000
Closed -$1.71M – 928
2023
Q1 		$1.71M Buy
+11,000
New +$1.73M 0.07% 266
2021
Q4 		– Sell
-2,958
Closed -$491K – 984
2021
Q3 		$491K Buy
2,958
+42
+1% +$7.17K 0.02% 550
2021
Q2 		$507K Buy
2,916
+74
+3% +$12.2K 0.03% 553
2021
Q1 		$463K Buy
2,842
+280
+11% +$47.9K 0.03% 524
2020
Q4 		$430K Buy
2,562
+606
+31% +$98.3K 0.03% 477
2020
Q3 		$308K Sell
1,956
-3,453
-64% -$564K 0.03% 472
2020
Q2 		$908K Buy
+5,409
New +$849K 0.09% 220
2019
Q3 		– Sell
-5,714
Closed -$805K – 458
2019
Q2 		$805K Sell
5,714
-12,240
-68% -$1.69M 0.14% 182
2019
Q1 		$2.71M Buy
17,954
+7,425
+71% +$1.07M 0.41% 64
2018
Q4 		$1.31M Sell
10,529
-8,617
-45% -$1.18M 0.29% 106
2018
Q3 		$3.03M Buy
19,146
+1,872
+11% +$283K 0.62% 45
2018
Q2 		$2.42M Buy
17,274
+3,954
+30% +$543K 0.58% 51
2018
Q1 		$1.77M Buy
13,320
+5,203
+64% +$710K 0.44% 70
2017
Q4 		$1.01M Sell
8,117
-164
-2% -$20.3K 0.36% 81
2017
Q3 		$1.03M Buy
8,281
+5,297
+178% +$627K 0.45% 64
2017
Q2 		$340K Buy
2,984
+555
+23% +$59.7K 0.18% 165
2017
Q1 		$256K Buy
+2,429
New +$243K 0.15% 194

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management's FBT Position: Q2 2023 in Review

Kingsview Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2023, closing a stake of 11,000 shares — an estimated $1.71M sold.

Kingsview Wealth Management first reported a position in FBT in Q1 2017 and held it in 17 quarters. The position peaked at $3.03M in Q3 2018. 249 funds tracked by Wall St. Rank hold FBT as of Q2 2023.

  • Kingsview Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,000 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2023, an estimated $1.71M.
  • Kingsview Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and held it in 17 quarters.
  • Kingsview Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.03M in Q3 2018.
  • 249 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.