MGO One Seven’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MGO One Seven’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
2021 Q4	–	Sell	-1,332	Closed	-$221K	–	675
2021 Q3	$221K	Sell	1,332 -647	-33%	-$111K	0.03%	538
2021 Q2	$342K	Sell	1,979 -1,025	-34%	-$169K	0.05%	419
2021 Q1	$482K	Hold	3,004	–	–	0.08%	304
2020 Q4	$505K	Sell	3,004 -245	-8%	-$39.7K	0.1%	254
2020 Q3	$511K	Sell	3,249 -1,242	-28%	-$203K	0.12%	230
2020 Q2	$753K	Buy	4,491 +1,106	+33%	+$174K	0.2%	134
2020 Q1	$443K	Buy	3,385 +54	+2%	+$7.69K	0.15%	197
2019 Q4	$495K	Sell	3,331 -1,635	-33%	-$225K	0.13%	220
2019 Q3	$615K	Sell	4,966 -3,542	-42%	-$472K	0.18%	154
2019 Q2	$1.2M	Buy	8,508 +1,750	+26%	+$241K	0.39%	66
2019 Q1	$1.02M	Buy	6,758 +2,069	+44%	+$298K	0.33%	83
2018 Q4	$582K	Buy	+4,689	New	+$641K	0.25%	92
2018 Q1	$35K	Buy	261 +6	+2%	+$819	0.02%	700
2017 Q4	$32K	Buy	+255	New	+$31.5K	0.01%	743

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 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

MGO One Seven's FBT Position: Q4 2021 in Review

MGO One Seven sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 1,332 shares — an estimated $221K sold.

MGO One Seven first reported a position in FBT in Q4 2017 and held it in 14 quarters. The position peaked at $1.2M in Q2 2019. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

MGO One Seven reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
MGO One Seven sold 1,332 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $221K.
MGO One Seven first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 14 quarters.
MGO One Seven's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.2M in Q2 2019.
247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on MGO One Seven's 13F filing for Q4 2021, filed 9 Feb 2022.