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Mather Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mather Group’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
2024
Q2 		– Sell
-100
Closed -$15.8K – 2231
2024
Q1 		$15.8K Buy
+100
New +$15.2K ﹤0.01% 1100

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Mather Group's FBT Position: Q2 2024 in Review

Mather Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024, closing a stake of 100 shares — an estimated $15.8K sold.

Mather Group first reported a position in FBT in Q1 2024 and held it in 1 quarter. The position peaked at $15.8K in Q1 2024. 251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

  • Mather Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2024, an estimated $15.8K.
  • Mather Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and held it in 1 quarter.
  • Mather Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $15.8K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.