RVPG
FBT icon

Relative Value Partners Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Relative Value Partners Group’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 		$674K Buy
+4,376
New +$657K 0.09% 186

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Relative Value Partners Group's FBT Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024: 4,376 shares worth $674K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

  • Relative Value Partners Group held 4,376 shares of First Trust NYSE Arca Biotechnology Index Fund worth $674K as of Q2 2024.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Relative Value Partners Group position in Q2 2024.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of Relative Value Partners Group's portfolio in Q2 2024, its #186 holding.
  • 251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.