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

Triton 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
2021 Q3	–	Sell	-1,173	Closed	-$200K	–	114
2021 Q2	$200K	Buy	+1,173	New	+$194K	0.11%	111
2021 Q1	–	Sell	-1,436	Closed	-$243K	–	109
2020 Q4	$243K	Sell	1,436 -310	-18%	-$50.3K	0.15%	69
2020 Q3	$280K	Sell	1,746 -199	-10%	-$32.5K	0.24%	58
2020 Q2	$328K	Buy	1,945 +290	+18%	+$45.5K	0.34%	46
2020 Q1	$255K	Buy	+1,655	New	+$236K	0.41%	49

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

Triton Wealth Management's FBT Position: Q3 2021 in Review

Triton Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2021, closing a stake of 1,173 shares — an estimated $200K sold.

Triton Wealth Management first reported a position in FBT in Q1 2020 and held it in 5 quarters. The position peaked at $328K in Q2 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

Triton Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2021 after selling out during the quarter.
Triton Wealth Management sold 1,173 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $200K.
Triton Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and held it in 5 quarters.
Triton Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $328K in Q2 2020.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on Triton Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.