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TruWealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

TruWealth Advisors’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
Q2 		– Sell
-3,784
Closed -$607K – 117
2021
Q1 		$607K Buy
3,784
+202
+6% +$34.6K 0.08% 67
2020
Q4 		$602K Buy
+3,582
New +$581K 0.09% 68

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TruWealth Advisors's FBT Position: Q2 2021 in Review

TruWealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 3,784 shares — an estimated $607K sold.

TruWealth Advisors first reported a position in FBT in Q4 2020 and held it in 2 quarters. The position peaked at $607K in Q1 2021. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

  • TruWealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
  • TruWealth Advisors sold 3,784 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $607K.
  • TruWealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 2 quarters.
  • TruWealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $607K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on TruWealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.