Zurich Cantonal Bank’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Zurich Cantonal Bank’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
2024 Q1	–	Sell	-932	Closed	-$148K	–	2716
2023 Q4	$148K	Buy	932 +118	+14%	+$17K	﹤0.01%	2251
2023 Q3	$119K	Hold	814	–	–	﹤0.01%	2276
2023 Q2	$123K	Buy	814 +115	+16%	+$17.9K	﹤0.01%	2237
2023 Q1	$107K	Hold	699	–	–	﹤0.01%	2249
2022 Q4	$108K	Buy	699 +123	+21%	+$18.1K	﹤0.01%	2221
2022 Q3	$76K	Hold	576	–	–	﹤0.01%	2408
2022 Q2	$79K	Sell	576 -12	-2%	-$1.65K	﹤0.01%	2388
2022 Q1	$88K	Buy	588 +134	+30%	+$19.8K	﹤0.01%	2338
2021 Q4	$74K	Buy	+454	New	+$73.4K	﹤0.01%	2618

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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

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

Zurich Cantonal Bank's FBT Position: Q1 2024 in Review

Zurich Cantonal Bank sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2024, closing a stake of 932 shares — an estimated $148K sold.

Zurich Cantonal Bank first reported a position in FBT in Q4 2021 and held it in 9 quarters. The position peaked at $148K in Q4 2023. 243 funds tracked by Wall St. Rank hold FBT as of Q1 2024.

Zurich Cantonal Bank reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 932 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2024, an estimated $148K.
Zurich Cantonal Bank first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 9 quarters.
Zurich Cantonal Bank's First Trust NYSE Arca Biotechnology Index Fund position peaked at $148K in Q4 2023.
243 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2024.

Based on Zurich Cantonal Bank's 13F filing for Q1 2024, filed 25 Apr 2024.