RCA
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Ranch Capital Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Ranch Capital 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
2024
Q1 		– Sell
-3,210
Closed -$507K – 157
2023
Q4 		$507K Buy
3,210
+87
+3% +$12.5K 0.32% 90
2023
Q3 		$457K Buy
3,123
+79
+3% +$12K 0.32% 91
2023
Q2 		$466K Buy
3,044
+69
+2% +$10.8K 0.33% 90
2023
Q1 		$461K Buy
2,975
+105
+4% +$16.5K 0.34% 87
2022
Q4 		$442K Buy
2,870
+4
+0.1% +$590 0.35% 91
2022
Q3 		$378K Buy
2,866
+964
+51% +$135K 0.31% 98
2022
Q2 		$258K Sell
1,902
-24
-1% -$3.31K 0.2% 126
2022
Q1 		$287K Sell
1,926
-33
-2% -$4.88K 0.19% 125
2021
Q4 		$317K Sell
1,959
-455
-19% -$73.6K 0.21% 121
2021
Q3 		$401K Sell
2,414
-15
-0.6% -$2.56K 0.25% 104
2021
Q2 		$419K Sell
2,429
-422
-15% -$69.7K 0.25% 107
2021
Q1 		$457K Buy
2,851
+91
+3% +$15.6K 0.3% 89
2020
Q4 		$463K Buy
2,760
+278
+11% +$45.1K 0.33% 86
2020
Q3 		$395K Buy
2,482
+425
+21% +$69.5K 0.32% 90
2020
Q2 		$338K Sell
2,057
-37
-2% -$5.81K 0.27% 96
2020
Q1 		$274K Sell
2,094
-117
-5% -$16.7K 0.27% 97
2019
Q4 		$329K Buy
2,211
+868
+65% +$119K 0.27% 104
2019
Q3 		$166K Buy
+1,343
New +$179K 0.18% 154

Other funds holding FBT

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ranch Capital Advisors's FBT Position: Q1 2024 in Review

Ranch Capital Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 3,210 shares — an estimated $507K sold.

Ranch Capital Advisors first reported a position in FBT in Q3 2019 and held it in 18 quarters. The position peaked at $507K in Q4 2023. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

  • Ranch Capital Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 3,210 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $507K.
  • Ranch Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2019 and held it in 18 quarters.
  • Ranch Capital Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $507K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Ranch Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.