Bank Julius Baer & Co’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Bank Julius Baer & Co’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
2021 Q2	–	Sell	-14,000	Closed	-$2.25M	–	840
2021 Q1	$2.25M	Sell	14,000 -1	-0%	-$171	0.02%	260
2020 Q4	$2.35M	Buy	14,001 +1	+0%	+$162	0.02%	250
2020 Q3	$2.2M	Hold	14,000	–	–	0.02%	217
2020 Q2	$2.34M	Sell	14,000 -1,460	-9%	-$229K	0.03%	187
2020 Q1	$2.02M	Buy	+15,460	New	+$2.2M	0.05%	152

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Julius Baer & Co's FBT Position: Q2 2021 in Review

Bank Julius Baer & Co sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2021, closing a stake of 14,000 shares — an estimated $2.25M sold.

Bank Julius Baer & Co first reported a position in FBT in Q1 2020 and held it in 5 quarters. The position peaked at $2.35M in Q4 2020. 233 funds tracked by Wall St. Rank hold FBT as of Q2 2021.

Bank Julius Baer & Co reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2021 after selling out during the quarter.
Bank Julius Baer & Co sold 14,000 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2021, an estimated $2.25M.
Bank Julius Baer & Co first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and held it in 5 quarters.
Bank Julius Baer & Co's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.35M in Q4 2020.
233 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2021.

Based on Bank Julius Baer & Co's 13F filing for Q2 2021, filed 23 Jul 2021.