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

Nauset Wealth 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
2022
Q1 		$373K Hold
2,500
– – 0.3% 43
2021
Q4 		$405K Buy
+2,500
New +$404K 0.39% 38

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nauset Wealth Management's FBT Position: Q1 2022 in Review

Nauset Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2022 at 2,500 shares worth $373K. The position accounts for 0.3% of the portfolio, ranked #43.

Nauset Wealth Management first reported a position in FBT in Q4 2021 and has held it in 2 quarters since. The position peaked at $405K in Q4 2021. 219 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

  • Nauset Wealth Management held 2,500 shares of First Trust NYSE Arca Biotechnology Index Fund worth $373K as of Q1 2022.
  • Nauset Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2022.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.3% of Nauset Wealth Management's portfolio in Q1 2022, its #43 holding.
  • Nauset Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $405K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.