Acorn Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-255	Closed	-$36K	–	213
2018 Q2	$36K	Hold	255	–	–	0.03%	316
2018 Q1	$34K	Sell	255 -31	-11%	-$4.23K	0.03%	320
2017 Q4	$36K	Buy	+286	New	+$35.3K	0.03%	297

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Wealth Advisors's FBT Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2018, closing a stake of 255 shares — an estimated $36K sold.

Acorn Wealth Advisors first reported a position in FBT in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 189 funds tracked by Wall St. Rank hold FBT as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 255 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2018, an estimated $36K.
Acorn Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $36K in Q2 2018.
189 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.