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

Total Clarity 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	-232	Closed	-$31K	–	455
2022 Q2	$31K	Buy	+232	New	+$32K	0.02%	488
2022 Q1	–	Sell	-381	Closed	-$62K	–	428
2021 Q4	$62K	Buy	381 +49	+15%	+$7.92K	0.03%	368
2021 Q3	$55K	Buy	+332	New	+$56.7K	0.03%	386
2021 Q2	–	Sell	-315	Closed	-$51K	–	357
2021 Q1	$51K	Buy	+315	New	+$53.9K	0.03%	335
2020 Q1	–	Sell	-104	Closed	-$15K	–	246
2019 Q4	$15K	Buy	+104	New	+$14.3K	0.01%	436

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

Total Clarity Wealth Management's FBT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 232 shares — an estimated $31K sold.

Total Clarity Wealth Management first reported a position in FBT in Q4 2019 and held it in 5 quarters. The position peaked at $62K in Q4 2021. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 232 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $31K.
Total Clarity Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $62K in Q4 2021.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.