Laird Norton Wetherby Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Laird Norton Wetherby 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
2022 Q1	–	Sell	-2,700	Closed	-$437K	–	943
2021 Q4	$437K	Hold	2,700	–	–	0.02%	574
2021 Q3	$448K	Hold	2,700	–	–	0.03%	543
2021 Q2	$466K	Hold	2,700	–	–	0.03%	539
2021 Q1	$433K	Hold	2,700	–	–	0.03%	483
2020 Q4	$454K	Hold	2,700	–	–	0.03%	491
2020 Q3	$425K	Hold	2,700	–	–	0.04%	419
2020 Q2	$453K	Buy	2,700 +1,000	+59%	+$157K	0.04%	381
2020 Q1	$223K	Hold	1,700	–	–	0.03%	542
2019 Q4	$253K	Hold	1,700	–	–	0.02%	588
2019 Q3	$210K	Hold	1,700	–	–	0.02%	646
2019 Q2	$239K	Hold	1,700	–	–	0.03%	600
2019 Q1	$256K	Hold	1,700	–	–	0.03%	561
2018 Q4	$211K	Hold	1,700	–	–	0.03%	569
2018 Q3	$269K	Hold	1,700	–	–	0.03%	528
2018 Q2	$238K	Hold	1,700	–	–	0.03%	542
2018 Q1	$226K	Buy	+1,700	New	+$232K	0.03%	572

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FBT Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 2,700 shares — an estimated $437K sold.

Laird Norton Wetherby Wealth Management first reported a position in FBT in Q1 2018 and held it in 16 quarters. The position peaked at $466K in Q2 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,700 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $437K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and held it in 16 quarters.
Laird Norton Wetherby Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $466K in Q2 2021.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.