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

Strategic Financial Partners’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
2021 Q2	–	Sell	-1,893	Closed	-$304K	–	67
2021 Q1	$304K	Buy	1,893 +215	+13%	+$36.8K	0.18%	57
2020 Q4	$282K	Buy	1,678 +80	+5%	+$13K	0.18%	57
2020 Q3	$251K	Buy	1,598 +176	+12%	+$28.8K	0.2%	56
2020 Q2	$239K	Buy	+1,422	New	+$223K	0.2%	55
2020 Q1	–	Sell	-1,534	Closed	-$228K	–	61
2019 Q4	$228K	Buy	+1,534	New	+$211K	0.19%	65

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

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

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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Financial Partners's FBT Position: Q2 2021 in Review

Strategic Financial Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 1,893 shares — an estimated $304K sold.

Strategic Financial Partners first reported a position in FBT in Q4 2019 and held it in 5 quarters. The position peaked at $304K in Q1 2021. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

Strategic Financial Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
Strategic Financial Partners sold 1,893 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $304K.
Strategic Financial Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 5 quarters.
Strategic Financial Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $304K in Q1 2021.
233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on Strategic Financial Partners's 13F filing for Q2 2021, filed 9 Jul 2024.