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Wolff Wiese Magana’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Wolff Wiese Magana’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
Q2 		– Sell
-270
Closed -$43K – 850
2021
Q1 		$43K Hold
270
– – 0.03% 300
2020
Q4 		$45K Buy
+270
New +$43.8K 0.04% 277

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
LPL Financial
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wolff Wiese Magana's FBT Position: Q2 2021 in Review

Wolff Wiese Magana sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 270 shares — an estimated $43K sold.

Wolff Wiese Magana first reported a position in FBT in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

  • Wolff Wiese Magana reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
  • Wolff Wiese Magana sold 270 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $43K.
  • Wolff Wiese Magana first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 2 quarters.
  • Wolff Wiese Magana's First Trust NYSE Arca Biotechnology Index Fund position peaked at $45K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on Wolff Wiese Magana's 13F filing for Q2 2021, filed 15 Jul 2021.