Westside Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Westside Investment 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
2022 Q3	–	Sell	-100	Closed	-$13	–	814
2022 Q2	$13	Hold	100	–	–	﹤0.01%	563
2022 Q1	$14	Hold	100	–	–	﹤0.01%	565
2021 Q4	$16	Hold	100	–	–	﹤0.01%	532
2021 Q3	$16	Hold	100	–	–	﹤0.01%	514
2021 Q2	$17	Hold	100	–	–	﹤0.01%	500
2021 Q1	$16	Hold	100	–	–	﹤0.01%	490
2020 Q4	$16	Hold	100	–	–	﹤0.01%	448
2020 Q3	$15	Hold	100	–	–	﹤0.01%	457
2020 Q2	$16	Hold	100	–	–	﹤0.01%	426
2020 Q1	$13	Buy	+100	New	+$14.2K	﹤0.01%	433
2019 Q2	$14	Buy	+100	New	+$13.8K	﹤0.01%	431
2018 Q4	$12.4K	Buy	+100	New	+$13.7K	﹤0.01%	430
2018 Q3	–	Sell	-100	Closed	-$14.2K	–	749
2018 Q2	$14.2K	Hold	100	–	–	0.01%	480
2018 Q1	$12.6K	Hold	100	–	–	0.01%	498
2017 Q4	$12.6K	Hold	100	–	–	0.01%	515
2017 Q3	$12.6K	Hold	100	–	–	0.01%	494
2017 Q2	$11.3K	Buy	+100	New	+$10.8K	0.01%	506

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

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

BFG

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

Westside Investment Management's FBT Position: Q3 2022 in Review

Westside Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2022, closing a stake of 100 shares — an estimated $13 sold.

Westside Investment Management first reported a position in FBT in Q2 2017 and held it in 17 quarters. The position peaked at $14.2K in Q2 2018. 218 funds tracked by Wall St. Rank hold FBT as of Q3 2022.

Westside Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2022 after selling out during the quarter.
Westside Investment Management sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2022, an estimated $13.
Westside Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2017 and held it in 17 quarters.
Westside Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $14.2K in Q2 2018.
218 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2022.

Based on Westside Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.