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

Whittier Trust’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
-105
Closed -$15.4K – 1561
2023
Q3 		$15.4K Hold
105
– – ﹤0.01% 1173
2023
Q2 		$16.1K Buy
+105
New +$16.4K ﹤0.01% 1171

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

Whittier Trust's FBT Position: Q4 2023 in Review

Whittier Trust sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2023, closing a stake of 105 shares — an estimated $15.4K sold.

Whittier Trust first reported a position in FBT in Q2 2023 and held it in 2 quarters. The position peaked at $16.1K in Q2 2023. 257 funds tracked by Wall St. Rank hold FBT as of Q4 2023.

  • Whittier Trust reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 105 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2023, an estimated $15.4K.
  • Whittier Trust first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 2 quarters.
  • Whittier Trust's First Trust NYSE Arca Biotechnology Index Fund position peaked at $16.1K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.