Mid Atlantic Financial Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$518K	Buy	3,118 +193	+7%	+$33K	0.03%	441
2021 Q2	$505K	Sell	2,925 -5	-0.2%	-$826	0.03%	462
2021 Q1	$470K	Hold	2,930	–	–	0.03%	453
2020 Q4	$492K	Buy	2,930 +78	+3%	+$12.7K	0.04%	406
2020 Q3	$456K	Sell	2,852 -132	-4%	-$21.6K	0.04%	385
2020 Q2	$501K	Buy	+2,984	New	+$468K	0.05%	336
2020 Q1	–	Sell	-1,402	Closed	-$208K	–	711
2019 Q4	$208K	Buy	+1,402	New	+$193K	0.02%	634
2019 Q3	–	Sell	-1,747	Closed	-$246K	–	723
2019 Q2	$246K	Buy	1,747 +164	+10%	+$22.6K	0.03%	574
2019 Q1	$239K	Buy	+1,583	New	+$228K	0.03%	576

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mid Atlantic Financial Management's FBT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 6.6% in Q3 2021, buying an estimated $33K and bringing the position to 3,118 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #441.

Mid Atlantic Financial Management first reported a position in FBT in Q1 2019 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

Mid Atlantic Financial Management held 3,118 shares of First Trust NYSE Arca Biotechnology Index Fund worth $518K as of Q3 2021.
Mid Atlantic Financial Management bought 193 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $33K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #441 holding.
Mid Atlantic Financial Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 9 quarters since.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.