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

Baird’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
2015 Q1	$5.78M	Buy	48,918 +763	+2%	+$86.3K	0.06%	310
2014 Q4	$4.91M	Buy	48,155 +1,315	+3%	+$128K	0.05%	337
2014 Q3	$4.3M	Buy	46,840 +13,640	+41%	+$1.18M	0.06%	282
2014 Q2	$2.73M	Buy	33,200 +2,845	+9%	+$217K	0.04%	400
2014 Q1	$2.33M	Buy	30,355 +3,420	+13%	+$267K	0.03%	437
2013 Q4	$1.86M	Sell	26,935 -6,098	-18%	-$400K	0.03%	474
2013 Q3	$2.14M	Buy	33,033 +14,793	+81%	+$936K	0.04%	428
2013 Q2	$1.06M	Buy	+18,240	New	+$1.04M	0.02%	555

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird's FBT Position: Q1 2015 in Review

Baird increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.6% in Q1 2015, buying an estimated $86.3K and bringing the position to 48,918 shares worth $5.78M. The position accounts for 0.06% of the portfolio, ranked #310.

Baird first reported a position in FBT in Q2 2013 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold FBT as of Q1 2015.

Baird held 48,918 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.78M as of Q1 2015.
Baird bought 763 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2015, an estimated $86.3K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of Baird's portfolio in Q1 2015, its #310 holding.
Baird first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and has held it in 8 quarters since.
122 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.