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Oxler Private Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-253
Closed -$24.5K – 170
2022
Q3 		$24.5K Buy
+253
New +$35.5K 0.01% 274

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Wells Fargo
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
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
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 $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Oxler Private Wealth's FBT Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2022, closing a stake of 253 shares — an estimated $24.5K sold.

Oxler Private Wealth first reported a position in FBT in Q3 2022 and held it in 1 quarter. The position peaked at $24.5K in Q3 2022. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 253 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2022, an estimated $24.5K.
  • Oxler Private Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $24.5K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.