Moneta Group Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,209
| Closed | -$206K | – | 711 |
|
|
2025
Q1 | $206K | Hold |
1,209
| – | – | ﹤0.01% | 629 |
|
|
2024
Q4 | $201K | Sell |
1,209
-900
| -43% | -$150K | ﹤0.01% | 638 |
|
|
2024
Q3 | $363K | Hold |
2,109
| – | – | 0.01% | 479 |
|
|
2024
Q2 | $325K | Hold |
2,109
| – | – | 0.01% | 466 |
|
|
2024
Q1 | $324K | Hold |
2,109
| – | – | 0.01% | 463 |
|
|
2023
Q4 | $333K | Buy |
+2,109
| New | +$333K | 0.01% | 423 |
|