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MTM Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MTM Investment 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
Q2 		– Sell
-553
Closed -$89K – 262
2021
Q1 		$89K Hold
553
– – 0.05% 185
2020
Q4 		$93K Buy
+553
New +$89.7K 0.06% 171

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
LPL Financial
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MTM Investment Management's FBT Position: Q2 2021 in Review

MTM Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 553 shares — an estimated $89K sold.

MTM Investment Management first reported a position in FBT in Q4 2020 and held it in 2 quarters. The position peaked at $93K in Q4 2020. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

  • MTM Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
  • MTM Investment Management sold 553 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $89K.
  • MTM Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 2 quarters.
  • MTM Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $93K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on MTM Investment Management's 13F filing for Q2 2021, filed 20 Jul 2021.