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

Aviance Capital Management’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
Q1 		$2.66M Buy
17,629
+3,074
+21% +$442K 0.4% 63
2018
Q4 		$1.81M Sell
14,555
-51,060
-78% -$6.98M 0.25% 76
2018
Q3 		$10.4M Buy
65,615
+6,789
+12% +$1.03M 1.02% 30
2018
Q2 		$8.24M Buy
+58,826
New +$8.08M 0.69% 37

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aviance Capital Management's FBT Position: Q1 2019 in Review

Aviance Capital Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 21% in Q1 2019, buying an estimated $442K and bringing the position to 17,629 shares worth $2.66M. The position accounts for 0.4% of the portfolio, ranked #63.

Aviance Capital Management first reported a position in FBT in Q2 2018 and has held it in 4 quarters since. The position peaked at $10.4M in Q3 2018. 227 funds tracked by Wall St. Rank hold FBT as of Q1 2019.

  • Aviance Capital Management held 17,629 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.66M as of Q1 2019.
  • Aviance Capital Management bought 3,074 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2019, an estimated $442K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.4% of Aviance Capital Management's portfolio in Q1 2019, its #63 holding.
  • Aviance Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and has held it in 4 quarters since.
  • Aviance Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10.4M in Q3 2018.
  • 227 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.