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	-1,057	Closed	-$1.31M	–	153
2018 Q4	$1.31M	Buy	+1,057	New	+$145K	0.6%	39

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

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

Royal Bank of Canada

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

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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