Safeguard Financial’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-8	Closed	-$1K	–	230
2023 Q2	$1K	Buy	+8	New	+$1.25K	﹤0.01%	523

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Safeguard Financial's FBT Position: Q3 2023 in Review

Safeguard Financial sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2023, closing a stake of 8 shares — an estimated $1K sold.

Safeguard Financial first reported a position in FBT in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 242 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

Safeguard Financial reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 8 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 1 quarter.
Safeguard Financial's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1K in Q2 2023.
242 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.