MTIC
FBT icon

Missouri Trust & Investment Company’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Missouri Trust & Investment Company’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
-200
Closed -$29.3K – 435
2023
Q3 		$29.3K Hold
200
– – 0.01% 227
2023
Q2 		$30.6K Buy
+200
New +$31.2K 0.02% 232

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
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.96B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Missouri Trust & Investment Company's FBT Position: Q4 2023 in Review

Missouri Trust & Investment Company sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 200 shares — an estimated $29.3K sold.

Missouri Trust & Investment Company first reported a position in FBT in Q2 2023 and held it in 2 quarters. The position peaked at $30.6K in Q2 2023. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

  • Missouri Trust & Investment Company reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $29.3K.
  • Missouri Trust & Investment Company first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 2 quarters.
  • Missouri Trust & Investment Company's First Trust NYSE Arca Biotechnology Index Fund position peaked at $30.6K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2023, filed 8 Feb 2024.