TFO
FBT icon

Tarbox Family Office’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-110
Closed -$18K – 1137
2021
Q3 		$18K Buy
+110
New +$18.8K ﹤0.01% 388

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tarbox Family Office's FBT Position: Q4 2021 in Review

Tarbox Family Office sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2021, closing a stake of 110 shares — an estimated $18K sold.

Tarbox Family Office first reported a position in FBT in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 247 funds tracked by Wall St. Rank hold FBT as of Q4 2021.

  • Tarbox Family Office reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 110 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2021, an estimated $18K.
  • Tarbox Family Office first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2021 and held it in 1 quarter.
  • Tarbox Family Office's First Trust NYSE Arca Biotechnology Index Fund position peaked at $18K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.