Outlook Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Outlook Wealth Advisors’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 Q4	–	Sell	-5,852	Closed	-$856K	–	253
2023 Q3	$856K	Buy	5,852 +47	+0.8%	+$7.16K	0.33%	74
2023 Q2	$889K	Buy	5,805 +3,422	+144%	+$534K	0.34%	69
2023 Q1	$369K	Buy	+2,383	New	+$374K	0.16%	137
2020 Q4	–	Sell	-6,006	Closed	-$945K	–	186
2020 Q3	$945K	Sell	6,006 -382	-6%	-$62.4K	0.38%	60
2020 Q2	$1.07M	Buy	+6,388	New	+$1M	0.45%	59
2019 Q1	–	Sell	-10,570	Closed	-$1.31M	–	153
2018 Q4	$1.31M	Buy	+10,570	New	+$1.45M	0.6%	39

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.96B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Outlook Wealth Advisors's FBT Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 5,852 shares — an estimated $856K sold.

Outlook Wealth Advisors first reported a position in FBT in Q4 2018 and held it in 6 quarters. The position peaked at $1.31M in Q4 2018. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

Outlook Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 5,852 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $856K.
Outlook Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.31M in Q4 2018.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.