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

Selective 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 Q4	–	Sell	-746	Closed	-$98K	–	316
2022 Q3	$98K	Sell	746 -500	-40%	-$70.2K	0.04%	212
2022 Q2	$169K	Hold	1,246	–	–	0.06%	159
2022 Q1	$186K	Sell	1,246 -500	-29%	-$74K	0.07%	143
2021 Q4	$283K	Buy	1,746 +100	+6%	+$16.2K	0.12%	90
2021 Q3	$273K	Buy	1,646 +1,100	+201%	+$188K	0.14%	78
2021 Q2	$94K	Buy	546 +400	+274%	+$66.1K	0.07%	128
2021 Q1	$23K	Sell	146 -100	-41%	-$17.1K	0.02%	181
2020 Q4	$41K	Buy	+246	New	+$39.9K	0.03%	125

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

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

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

Selective Wealth Management's FBT Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2022, closing a stake of 746 shares — an estimated $98K sold.

Selective Wealth Management first reported a position in FBT in Q4 2020 and held it in 8 quarters. The position peaked at $283K in Q4 2021. 243 funds tracked by Wall St. Rank hold FBT as of Q4 2022.

Selective Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 746 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2022, an estimated $98K.
Selective Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $283K in Q4 2021.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.