Matthew Hamilton Rosenberg’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-147	Closed	-$21.5K	–	937
2023 Q3	$21.5K	Hold	147	–	–	0.01%	524
2023 Q2	$22.5K	Hold	147	–	–	0.01%	529
2023 Q1	$22.8K	Hold	147	–	–	0.01%	570
2022 Q4	$22.7K	Hold	147	–	–	0.01%	562
2022 Q3	$19K	Hold	147	–	–	0.01%	568
2022 Q2	$20K	Hold	147	–	–	0.01%	573
2022 Q1	$22K	Hold	147	–	–	0.01%	548
2021 Q4	$24K	Hold	147	–	–	0.01%	509
2021 Q3	$24K	Hold	147	–	–	0.01%	487
2021 Q2	$25K	Hold	147	–	–	0.01%	451
2021 Q1	$24K	Hold	147	–	–	0.01%	425
2020 Q4	$25K	Hold	147	–	–	0.02%	402
2020 Q3	$23K	Hold	147	–	–	0.02%	383
2020 Q2	$25K	Buy	+147	New	+$23.1K	0.02%	392

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Matthew Hamilton Rosenberg's FBT Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 147 shares — an estimated $21.5K sold.

Matthew Hamilton Rosenberg first reported a position in FBT in Q2 2020 and held it in 14 quarters. The position peaked at $25K in Q2 2021. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 147 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $21.5K.
Matthew Hamilton Rosenberg first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 14 quarters.
Matthew Hamilton Rosenberg's First Trust NYSE Arca Biotechnology Index Fund position peaked at $25K in Q2 2021.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.