National Wealth Management Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

National Wealth Management Group’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 Q1	–	Sell	-1,635	Closed	-$252K	–	144
2022 Q4	$252K	Buy	+1,635	New	+$241K	0.3%	106
2022 Q1	–	Sell	-2,089	Closed	-$338K	–	116
2021 Q4	$338K	Buy	+2,089	New	+$338K	0.32%	80

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

National Wealth Management Group's FBT Position: Q1 2023 in Review

National Wealth Management Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2023, closing a stake of 1,635 shares — an estimated $252K sold.

National Wealth Management Group first reported a position in FBT in Q4 2021 and held it in 2 quarters. The position peaked at $338K in Q4 2021. 245 funds tracked by Wall St. Rank hold FBT as of Q1 2023.

National Wealth Management Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2023 after selling out during the quarter.
National Wealth Management Group sold 1,635 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2023, an estimated $252K.
National Wealth Management Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 2 quarters.
National Wealth Management Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $338K in Q4 2021.
245 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.