Migdal Insurance & Financial Holdings’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-3,000	Closed	-$489K	–	635
2021 Q4	$489K	Buy	+3,000	New	+$485K	﹤0.01%	245
2018 Q1	–	Sell	-362	Closed	-$45K	–	731
2017 Q4	$45K	Hold	362	–	–	﹤0.01%	419
2017 Q3	$45K	Sell	362 -154	-30%	-$18.2K	﹤0.01%	460
2017 Q2	$60K	Sell	516 -200	-28%	-$21.5K	﹤0.01%	381
2017 Q1	$76K	Buy	716 +539	+305%	+$54K	﹤0.01%	373
2016 Q4	$16K	Buy	+177	New	+$16.6K	﹤0.01%	377

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FBT Position: Q1 2022 in Review

Migdal Insurance & Financial Holdings sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 3,000 shares — an estimated $489K sold.

Migdal Insurance & Financial Holdings first reported a position in FBT in Q4 2016 and held it in 6 quarters. The position peaked at $489K in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Migdal Insurance & Financial Holdings reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 3,000 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $489K.
Migdal Insurance & Financial Holdings first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's First Trust NYSE Arca Biotechnology Index Fund position peaked at $489K in Q4 2021.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2022, filed 2 May 2022.