Retirement Planning Company of New England’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Retirement Planning Company of New England’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
2022 Q1	–	Sell	-81	Closed	-$13K	–	446
2021 Q4	$13K	Buy	+81	New	+$13.1K	0.01%	603

Other funds holding FBT

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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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.96B AUM 20.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Planning Company of New England's FBT Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2022, closing a stake of 81 shares — an estimated $13K sold.

Retirement Planning Company of New England first reported a position in FBT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 220 funds tracked by Wall St. Rank hold FBT as of Q1 2022.

Retirement Planning Company of New England reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 81 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2022, an estimated $13K.
Retirement Planning Company of New England first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's First Trust NYSE Arca Biotechnology Index Fund position peaked at $13K in Q4 2021.
220 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.