Avestar Capital’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Avestar Capital’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
2019 Q4	–	Sell	-9,212	Closed	-$1.14M	–	170
2019 Q3	$1.14M	Buy	9,212 +234	+3%	+$31.1K	0.71%	34
2019 Q2	$1.25M	Buy	8,978 +460	+5%	+$63.5K	0.79%	31
2019 Q1	$1.27M	Buy	8,518 +6,237	+273%	+$898K	0.83%	29
2018 Q4	$276K	Buy	+2,281	New	+$312K	0.19%	78

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avestar Capital's FBT Position: Q4 2019 in Review

Avestar Capital sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2019, closing a stake of 9,212 shares — an estimated $1.14M sold.

Avestar Capital first reported a position in FBT in Q4 2018 and held it in 4 quarters. The position peaked at $1.27M in Q1 2019. 210 funds tracked by Wall St. Rank hold FBT as of Q4 2019.

Avestar Capital reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2019 after selling out during the quarter.
Avestar Capital sold 9,212 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2019, an estimated $1.14M.
Avestar Capital first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 4 quarters.
Avestar Capital's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.27M in Q1 2019.
210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2019.

Based on Avestar Capital's 13F filing for Q4 2019, filed 14 Feb 2020.