SeaCrest Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,128	Closed	-$153K	–	899
2022 Q2	$153K	Buy	+1,128	New	+$155K	0.02%	702
2021 Q4	–	Sell	-1,310	Closed	-$218K	–	717
2021 Q3	$218K	Sell	1,310 -24	-2%	-$4.1K	0.03%	602
2021 Q2	$230K	Sell	1,334 -44	-3%	-$7.27K	0.03%	594
2021 Q1	$221K	Sell	1,378 -66	-5%	-$11.3K	0.03%	567
2020 Q4	$243K	Sell	1,444 -59	-4%	-$9.57K	0.03%	503
2020 Q3	$236K	Buy	+1,503	New	+$246K	0.04%	471
2019 Q1	–	Sell	-21	Closed	-$3K	–	2161
2018 Q4	$3K	Hold	21	–	–	﹤0.01%	1815
2018 Q3	$3K	Buy	+21	New	+$3.18K	﹤0.01%	1976

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

SOS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

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

SeaCrest Wealth Management's FBT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 1,128 shares — an estimated $153K sold.

SeaCrest Wealth Management first reported a position in FBT in Q3 2018 and held it in 8 quarters. The position peaked at $243K in Q4 2020. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,128 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $153K.
SeaCrest Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and held it in 8 quarters.
SeaCrest Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $243K in Q4 2020.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.