Strategic Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Strategic Asset 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	-470	Closed	-$64K	–	587
2022 Q2	$64K	Hold	470	–	–	0.1%	136
2022 Q1	$70K	Hold	470	–	–	0.1%	130
2021 Q4	$76K	Hold	470	–	–	0.11%	116
2021 Q3	$77K	Buy	+470	New	+$80.3K	0.11%	117

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

Strategic Asset Management's FBT Position: Q3 2022 in Review

Strategic Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 470 shares — an estimated $64K sold.

Strategic Asset Management first reported a position in FBT in Q3 2021 and held it in 4 quarters. The position peaked at $77K in Q3 2021. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

Strategic Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
Strategic Asset Management sold 470 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $64K.
Strategic Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2021 and held it in 4 quarters.
Strategic Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $77K in Q3 2021.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.