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First Trust Amex Biotech Index Fnd shares owned by GoalVest Advisory

Quarter-by-quarter ownership of First Trust Amex Biotech Index Fnd (FBT) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in First Trust Amex Biotech Index Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Amex Biotech Index Fnd held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Amex Biotech Index Fnd by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $809k 4.7k 171.93
2024-06-30 $794k 5.2k 153.99
2024-03-31 $793k 5.2k 153.77

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Top funds holding First Trust Amex Biotech Index Fnd

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
International Assets Investment Management
LPL Financial
Royal Bank of Canada
Berger Financial Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Csenge Advisory Group
Ameritas Advisory Services
Commonwealth Equity Services
Branch Banking & Trust Company
Advisor Group Holdings

View all funds holding First Trust Amex Biotech Index Fnd