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

White Lighthouse 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
2021 Q3	–	Sell	-1,165	Closed	-$201K	–	117
2021 Q2	$201K	Buy	+1,165	New	+$192K	0.06%	116
2021 Q1	–	Sell	-1,465	Closed	-$246K	–	116
2020 Q4	$246K	Buy	+1,465	New	+$238K	0.08%	104
2018 Q4	–	Sell	-1,265	Closed	-$200K	–	114
2018 Q3	$200K	Sell	1,265 -785	-38%	-$119K	0.1%	115
2018 Q2	$287K	Hold	2,050	–	–	0.16%	95
2018 Q1	$272K	Sell	2,050 -290	-12%	-$39.6K	0.16%	99
2017 Q4	$291K	Buy	+2,340	New	+$289K	0.17%	96

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

White Lighthouse Investment Management's FBT Position: Q3 2021 in Review

White Lighthouse Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2021, closing a stake of 1,165 shares — an estimated $201K sold.

White Lighthouse Investment Management first reported a position in FBT in Q4 2017 and held it in 6 quarters. The position peaked at $291K in Q4 2017. 236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

White Lighthouse Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2021 after selling out during the quarter.
White Lighthouse Investment Management sold 1,165 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2021, an estimated $201K.
White Lighthouse Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 6 quarters.
White Lighthouse Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $291K in Q4 2017.
236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

Based on White Lighthouse Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.