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First Trust Amex Biotech Index Fnd shares owned by Private Ocean

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

Historical chart of Private Ocean investment in First Trust Amex Biotech Index Fnd

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All positions including First Trust Amex Biotech Index Fnd held by Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $57k 369 153.99
2024-03-31 $57k 369 153.77
2023-12-31 $58k 369 158.05
2023-09-30 $54k 369 146.35
2023-06-30 $57k 369 153.14
2023-03-31 $57k 369 155.03
2022-12-31 $57k 369 154.13
2022-09-30 $48k 369 130.08
2022-06-30 $50k 369 135.50
2022-03-31 $55k 369 149.05
2021-12-31 $60k 369 162.60
2021-09-30 $61k 369 165.31
2021-06-30 $64k 369 173.44
2021-03-31 $59k 369 159.89
2020-12-31 $62k 369 168.02
2020-09-30 $58k 369 157.18
2020-06-30 $61k 369 165.31
2020-03-31 $48k 369 130.08
2019-12-31 $55k 369 149.05
2019-09-30 $48k 384 125.00
2019-06-30 $51k 369 138.21
2019-03-31 $56k 369 151.76
2018-12-31 $46k 369 124.66
2018-09-30 $63k 399 157.89
2018-06-30 $52k 369 140.92
2018-03-31 $75k 569 131.81

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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