tru Independence’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

tru Independence’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	-414	Closed	-$71K	–	241
2021 Q2	$71K	Buy	+414	New	+$68.4K	0.02%	163
2020 Q3	–	Sell	-30,121	Closed	-$3.75K	–	511
2020 Q2	$3.75K	Sell	30,121 -68,493	-69%	-$10.7M	0.54%	43
2020 Q1	$5.63K	Buy	98,614 +98,267	+28,319%	+$14M	0.92%	18
2019 Q4	$46K	Buy	+347	New	+$47.7K	0.01%	382

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

tru Independence's FBT Position: Q3 2021 in Review

tru Independence sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2021, closing a stake of 414 shares — an estimated $71K sold.

tru Independence first reported a position in FBT in Q4 2019 and held it in 4 quarters. The position peaked at $71K in Q2 2021. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

tru Independence reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2021 after selling out during the quarter.
tru Independence sold 414 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $71K.
tru Independence first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 4 quarters.
tru Independence's First Trust NYSE Arca Biotechnology Index Fund position peaked at $71K in Q2 2021.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.