Plotkin Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Plotkin Financial 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
2021 Q1	–	Sell	-2,798	Closed	-$470K	–	84
2020 Q4	$470K	Sell	2,798 -51	-2%	-$8.27K	0.31%	42
2020 Q3	$448K	Sell	2,849 -2,178	-43%	-$356K	0.49%	36
2020 Q2	$843K	Buy	5,027 +1,294	+35%	+$203K	0.72%	28
2020 Q1	$489K	Sell	3,733 -579	-13%	-$82.5K	0.59%	31
2019 Q4	$641K	Buy	+4,312	New	+$592K	0.6%	34

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJFSA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plotkin Financial Advisors's FBT Position: Q1 2021 in Review

Plotkin Financial Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2021, closing a stake of 2,798 shares — an estimated $470K sold.

Plotkin Financial Advisors first reported a position in FBT in Q4 2019 and held it in 5 quarters. The position peaked at $843K in Q2 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q1 2021.

Plotkin Financial Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2021 after selling out during the quarter.
Plotkin Financial Advisors sold 2,798 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2021, an estimated $470K.
Plotkin Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 5 quarters.
Plotkin Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $843K in Q2 2020.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2021.

Based on Plotkin Financial Advisors's 13F filing for Q1 2021, filed 15 Nov 2024.