Waverly Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $523K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.2M | Hold |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $15K | Buy |
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|
2014
Q2 | $7K | Buy |
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