U.S. Capital Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-154	Closed	-$23.7K	–	927
2022 Q4	$23.7K	Buy	+154	New	+$22.7K	﹤0.01%	1072

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

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

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

U.S. Capital Wealth Advisors's FBT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2023, closing a stake of 154 shares — an estimated $23.7K sold.

U.S. Capital Wealth Advisors first reported a position in FBT in Q4 2022 and held it in 1 quarter. The position peaked at $23.7K in Q4 2022. 245 funds tracked by Wall St. Rank hold FBT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 154 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2023, an estimated $23.7K.
U.S. Capital Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $23.7K in Q4 2022.
245 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.