Laurel Wealth Advisors (California)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$5.4M	Buy	35,042 +2,839	+9%	+$419K	0.53%	42
2022 Q3	$4.25M	Buy	32,203 +9	+0%	+$1.26K	0.45%	52
2022 Q2	$4.36M	Sell	32,194 -167	-0.5%	-$23K	0.45%	53
2022 Q1	$4.83M	Buy	32,361 +2,741	+9%	+$405K	0.4%	59
2021 Q4	$4.8M	Buy	+29,620	New	+$4.79M	0.37%	60
2018 Q4	–	Sell	-1,376	Closed	-$218K	–	372
2018 Q3	$218K	Buy	+1,376	New	+$208K	0.05%	353

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Laurel Wealth Advisors (California)'s FBT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 8.8% in Q4 2022, buying an estimated $419K and bringing the position to 35,042 shares worth $5.4M. The position accounts for 0.53% of the portfolio, ranked #42.

Laurel Wealth Advisors (California) first reported a position in FBT in Q3 2018 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

Laurel Wealth Advisors (California) held 35,042 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.4M as of Q4 2022.
Laurel Wealth Advisors (California) bought 2,839 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2022, an estimated $419K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.53% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #42 holding.
Laurel Wealth Advisors (California) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.