Tyler-Stone Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Tyler-Stone 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
2023 Q4	–	Sell	-55	Closed	-$8K	–	967
2023 Q3	$8K	Hold	55	–	–	﹤0.01%	645
2023 Q2	$8K	Buy	+55	New	+$8.58K	﹤0.01%	643
2022 Q4	$8K	Hold	55	–	–	0.01%	592
2022 Q3	$7K	Hold	55	–	–	0.01%	598
2022 Q2	$7K	Hold	55	–	–	﹤0.01%	608
2022 Q1	$8K	Hold	55	–	–	﹤0.01%	604
2021 Q4	$9K	Buy	+55	New	+$8.89K	﹤0.01%	627

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tyler-Stone Wealth Management's FBT Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 55 shares — an estimated $8K sold.

Tyler-Stone Wealth Management first reported a position in FBT in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 55 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $8K.
Tyler-Stone Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $9K in Q4 2021.
257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.