Truepoint Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Truepoint Inc’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
2024 Q1	–	Sell	-1,372	Closed	-$217K	–	165
2023 Q4	$217K	Buy	+1,372	New	+$197K	0.01%	224
2023 Q3	–	Sell	-1,334	Closed	-$204K	–	205
2023 Q2	$204K	Buy	+1,334	New	+$208K	0.01%	143

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Truepoint Inc's FBT Position: Q1 2024 in Review

Truepoint Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 1,372 shares — an estimated $217K sold.

Truepoint Inc first reported a position in FBT in Q2 2023 and held it in 2 quarters. The position peaked at $217K in Q4 2023. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

Truepoint Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 1,372 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $217K.
Truepoint Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 2 quarters.
Truepoint Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $217K in Q4 2023.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.