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United Capital Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

United Capital Financial 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
Q4 		– Sell
-14,193
Closed -$2.08M – 1075
2023
Q3 		$2.08M Hold
14,193
– – 0.01% 418
2023
Q2 		$2.17M Buy
14,193
+579
+4% +$90.3K 0.01% 432
2023
Q1 		$2.11M Sell
13,614
-178
-1% -$28K 0.01% 442
2022
Q4 		$2.13M Sell
13,792
-209
-1% -$30.8K 0.01% 466
2022
Q3 		$1.85M Hold
14,001
– – 0.01% 488
2022
Q2 		$1.9M Buy
14,001
+116
+0.8% +$16K 0.01% 501
2022
Q1 		$2.07M Sell
13,885
-315
-2% -$46.6K 0.01% 507
2021
Q4 		$2.3M Sell
14,200
-186
-1% -$30.1K 0.01% 505
2021
Q3 		$2.39M Sell
14,386
-368
-2% -$62.9K 0.01% 490
2021
Q2 		$2.55M Buy
14,754
+670
+5% +$111K 0.01% 495
2021
Q1 		$2.26M Sell
14,084
-303
-2% -$51.9K 0.01% 484
2020
Q4 		$2.42M Hold
14,387
– – 0.01% 466
2020
Q3 		$2.26M Sell
14,387
-430
-3% -$70.3K 0.01% 471
2020
Q2 		$2.49M Sell
14,817
-5,378
-27% -$844K 0.02% 472
2020
Q1 		$2.65M Sell
20,195
-970
-5% -$138K 0.02% 447
2019
Q4 		$3.15M Buy
21,165
+386
+2% +$53K 0.02% 509
2019
Q3 		$2.57M Sell
20,779
-3,257
-14% -$434K 0.02% 534
2019
Q2 		$3.38M Sell
24,036
-691
-3% -$95.4K 0.02% 495
2019
Q1 		$3.73M Buy
24,727
+194
+0.8% +$27.9K 0.03% 465
2018
Q4 		$3.05M Sell
24,533
-5,182
-17% -$709K 0.02% 465
2018
Q3 		$4.71M Buy
29,715
+10,227
+52% +$1.55M 0.03% 445
2018
Q2 		$2.73M Sell
19,488
-346
-2% -$47.5K 0.02% 524
2018
Q1 		$2.64M Buy
19,834
+1,099
+6% +$150K 0.02% 518
2017
Q4 		$2.36M Buy
18,735
+1,739
+10% +$215K 0.02% 553
2017
Q3 		$2.11M Buy
16,996
+132
+0.8% +$15.6K 0.02% 559
2017
Q2 		$1.92M Sell
16,864
-115
-0.7% -$12.4K 0.02% 586
2017
Q1 		$1.79M Buy
16,979
+380
+2% +$38.1K 0.02% 593
2016
Q4 		$1.51M Buy
16,599
+5,395
+48% +$505K 0.01% 626
2016
Q3 		$1.12M Sell
11,204
-225
-2% -$22.1K 0.01% 743
2016
Q2 		$1.02M Buy
11,429
+300
+3% +$27.6K 0.01% 731
2016
Q1 		$974K Sell
11,129
-37,761
-77% -$3.33M 0.01% 701
2015
Q4 		$5.53M Buy
48,890
+16,962
+53% +$1.83M 0.06% 310
2015
Q3 		$3.23M Buy
31,928
+15,258
+92% +$1.81M 0.04% 416
2015
Q2 		$2.07M Sell
16,670
-6,828
-29% -$824K 0.02% 560
2015
Q1 		$2.62M Buy
23,498
+748
+3% +$84.6K 0.03% 497
2014
Q4 		$2.32M Buy
22,750
+7,382
+48% +$721K 0.03% 434
2014
Q3 		$1.41M Sell
15,368
-43
-0.3% -$3.73K 0.02% 518
2014
Q2 		$1.27M Buy
15,411
+5,060
+49% +$387K 0.02% 511
2014
Q1 		$794K Sell
10,351
-449
-4% -$35K 0.02% 530
2013
Q4 		$747K Sell
10,800
-1
-0% -$66 0.03% 373
2013
Q3 		$700K Sell
10,801
-1,050
-9% -$66.4K 0.02% 392
2013
Q2 		$690K Buy
+11,851
New +$677K 0.02% 459

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

United Capital Financial Advisors's FBT Position: Q4 2023 in Review

United Capital Financial Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 14,193 shares — an estimated $2.08M sold.

United Capital Financial Advisors first reported a position in FBT in Q2 2013 and held it in 42 quarters. The position peaked at $5.53M in Q4 2015. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

  • United Capital Financial Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,193 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $2.08M.
  • United Capital Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 42 quarters.
  • United Capital Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.53M in Q4 2015.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.