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Regal Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Regal Investment 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
Q2 		– Sell
-1,552
Closed -$239K – 582
2024
Q1 		$239K Sell
1,552
-6
-0.4% -$915 0.02% 508
2023
Q4 		$246K Buy
1,558
+93
+6% +$13.4K 0.02% 462
2023
Q3 		$214K Sell
1,465
-50
-3% -$7.62K 0.02% 453
2023
Q2 		$232K Buy
1,515
+53
+4% +$8.27K 0.02% 457
2023
Q1 		$227K Sell
1,462
-6,855
-82% -$1.08M 0.02% 458
2022
Q4 		$1.28M Buy
8,317
+1,406
+20% +$207K 0.12% 161
2022
Q3 		$912K Sell
6,911
-801
-10% -$112K 0.1% 188
2022
Q2 		$1.04M Buy
7,712
+333
+5% +$45.9K 0.11% 175
2022
Q1 		$1.1M Buy
7,379
+415
+6% +$61.4K 0.1% 205
2021
Q4 		$1.13M Sell
6,964
-467
-6% -$75.5K 0.1% 222
2021
Q3 		$1.23M Buy
7,431
+814
+12% +$139K 0.12% 184
2021
Q2 		$1.14M Buy
+6,617
New +$1.09M 0.11% 192
2021
Q1 		– Sell
-5,625
Closed -$945K – 150
2020
Q4 		$945K Buy
+5,625
New +$913K 0.11% 184
2020
Q3 		– Sell
-4,736
Closed -$795K – 62
2020
Q2 		$795K Buy
+4,736
New +$743K 0.15% 143
2019
Q3 		– Sell
-1,536
Closed -$216K – 325
2019
Q2 		$216K Buy
+1,536
New +$212K 0.04% 290
2016
Q1 		– Sell
-9,205
Closed -$1.04M – 261
2015
Q4 		$1.04M Buy
9,205
+925
+11% +$99.6K 0.27% 106
2015
Q3 		$838K Buy
8,280
+2,110
+34% +$251K 0.22% 116
2015
Q2 		$765K Buy
6,170
+25
+0.4% +$3.02K 0.21% 116
2015
Q1 		$727K Sell
6,145
-25
-0.4% -$2.83K 0.18% 130
2014
Q4 		$629K Sell
6,170
-100
-2% -$9.77K 0.17% 132
2014
Q3 		$575K Hold
6,270
– – 0.17% 133
2014
Q2 		$516K Buy
6,270
+100
+2% +$7.64K 0.18% 130
2014
Q1 		$473K Buy
+6,170
New +$481K 0.2% 120

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

Regal Investment Advisors's FBT Position: Q2 2024 in Review

Regal Investment Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024, closing a stake of 1,552 shares — an estimated $239K sold.

Regal Investment Advisors first reported a position in FBT in Q1 2014 and held it in 23 quarters. The position peaked at $1.28M in Q4 2022. 251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

  • Regal Investment Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,552 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2024, an estimated $239K.
  • Regal Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2014 and held it in 23 quarters.
  • Regal Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.28M in Q4 2022.
  • 251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.