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

PFG Private 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
2021
Q4 		– Sell
-60
Closed -$10K – 321
2021
Q3 		$10K Buy
+60
New +$10.2K 0.01% 194

Other funds holding FBT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Private Wealth Management's FBT Position: Q4 2021 in Review

PFG Private Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 60 shares — an estimated $10K sold.

PFG Private Wealth Management first reported a position in FBT in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

  • PFG Private Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 60 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $10K.
  • PFG Private Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.