MV Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MV Capital 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
2023 Q2	–	Sell	-37	Closed	-$5.74K	–	687
2023 Q1	$5.74K	Hold	37	–	–	﹤0.01%	579
2022 Q4	$5.7K	Hold	37	–	–	﹤0.01%	540
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	546
2022 Q2	$5K	Buy	+37	New	+$5.1K	﹤0.01%	558

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.79B AUM 15.72% 1-Year Est. Return

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

MV Capital Management's FBT Position: Q2 2023 in Review

MV Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2023, closing a stake of 37 shares — an estimated $5.74K sold.

MV Capital Management first reported a position in FBT in Q2 2022 and held it in 4 quarters. The position peaked at $5.74K in Q1 2023. 249 funds tracked by Wall St. Rank hold FBT as of Q2 2023.

MV Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2023 after selling out during the quarter.
MV Capital Management sold 37 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2023, an estimated $5.74K.
MV Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2022 and held it in 4 quarters.
MV Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.74K in Q1 2023.
249 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2023.

Based on MV Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.