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Norris Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Norris Financial 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
2022
Q2 		– Sell
-1,450
Closed -$216K – 75
2022
Q1 		$216K Buy
+1,450
New +$214K 0.13% 77

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RJFSA
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LPL Financial
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Royal Bank of Canada
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Osaic Holdings
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BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
RJA
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Norris Financial Group's FBT Position: Q2 2022 in Review

Norris Financial Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2022, closing a stake of 1,450 shares — an estimated $216K sold.

Norris Financial Group first reported a position in FBT in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 223 funds tracked by Wall St. Rank hold FBT as of Q2 2022.

  • Norris Financial Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2022 after selling out during the quarter.
  • Norris Financial Group sold 1,450 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2022, an estimated $216K.
  • Norris Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 1 quarter.
  • Norris Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $216K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2022.

Based on Norris Financial Group's 13F filing for Q2 2022, filed 20 May 2026.