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

Raleigh Capital 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
2024 Q1	–	Sell	-15	Closed	-$2.37K	–	1030
2023 Q4	$2.37K	Hold	15	–	–	﹤0.01%	848
2023 Q3	$2.19K	Hold	15	–	–	﹤0.01%	769
2023 Q2	$2.3K	Sell	15 -19	-56%	-$2.96K	﹤0.01%	725
2023 Q1	$5.27K	Hold	34	–	–	﹤0.01%	606
2022 Q4	$5.24K	Hold	34	–	–	﹤0.01%	543
2022 Q3	$4K	Hold	34	–	–	﹤0.01%	526
2022 Q2	$5K	Hold	34	–	–	﹤0.01%	441
2022 Q1	$5K	Buy	+34	New	+$5.03K	﹤0.01%	453

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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

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

Raleigh Capital Management's FBT Position: Q1 2024 in Review

Raleigh Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 15 shares — an estimated $2.37K sold.

Raleigh Capital Management first reported a position in FBT in Q1 2022 and held it in 8 quarters. The position peaked at $5.27K in Q1 2023. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

Raleigh Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 15 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $2.37K.
Raleigh Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 8 quarters.
Raleigh Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.27K in Q1 2023.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.