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Planning Capital Management Corporation’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$21.7K Hold
126
– – 0.01% 281
2024
Q2 		$19.4K Hold
126
– – 0.01% 286
2024
Q1 		$19.4K Hold
126
– – 0.01% 294
2023
Q4 		$19.9K Buy
+126
New +$18.1K 0.02% 295

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Capital Management Corporation's FBT Position: Q3 2024 in Review

Planning Capital Management Corporation held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2024 at 126 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Planning Capital Management Corporation first reported a position in FBT in Q4 2023 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold FBT as of Q3 2024.

  • Planning Capital Management Corporation held 126 shares of First Trust NYSE Arca Biotechnology Index Fund worth $21.7K as of Q3 2024.
  • Planning Capital Management Corporation left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2024.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #281 holding.
  • Planning Capital Management Corporation first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.