WealthPLAN Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-424	Closed	-$64.9K	–	565
2023 Q2	$64.9K	Sell	424 -168	-28%	-$26.2K	0.01%	466
2023 Q1	$91.8K	Buy	+592	New	+$93K	0.01%	442
2020 Q3	–	Sell	-1,775	Closed	-$292K	–	322
2020 Q2	$292K	Buy	1,775 +68	+4%	+$10.7K	0.03%	247
2020 Q1	$268K	Buy	1,707 +180	+12%	+$25.6K	0.03%	210
2019 Q4	$236K	Buy	1,527 +22	+1%	+$3.02K	0.03%	223
2019 Q3	$203K	Buy	+1,505	New	+$200K	0.03%	223
2019 Q2	–	Sell	-1,553	Closed	-$205K	–	253
2019 Q1	$205K	Buy	+1,553	New	+$223K	0.03%	246
2017 Q2	–	Sell	-11	Closed	-$1.12K	–	257
2017 Q1	$1.12K	Buy	+11	New	+$1.1K	﹤0.01%	425
2016 Q3	$50.1K	Sell	507 -15	-3%	-$1.47K	0.02%	333
2016 Q2	$46.7K	Buy	+522	New	+$47.9K	0.01%	960
2015 Q4	$130K	Buy	+2,791	New	+$300K	0.02%	347
2015 Q2	–	Sell	-479	Closed	-$55K	–	457
2015 Q1	$55K	Buy	+479	New	+$54.2K	0.03%	229

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $1.96B AUM 20.58% 1-Year Est. Return

WealthPLAN Partners's FBT Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2023, closing a stake of 424 shares — an estimated $64.9K sold.

WealthPLAN Partners first reported a position in FBT in Q1 2015 and held it in 12 quarters. The position peaked at $292K in Q2 2020. 241 funds tracked by Wall St. Rank hold FBT as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 424 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2023, an estimated $64.9K.
WealthPLAN Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2015 and held it in 12 quarters.
WealthPLAN Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $292K in Q2 2020.
241 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.