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Bartlett & Co Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Bartlett & Co Wealth 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
2018
Q4 		– Sell
-275
Closed -$43.6K – 706
2018
Q3 		$43.6K Buy
+275
New +$41.6K ﹤0.01% 454

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bartlett & Co Wealth Management's FBT Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2018, closing a stake of 275 shares — an estimated $43.6K sold.

Bartlett & Co Wealth Management first reported a position in FBT in Q3 2018 and held it in 1 quarter. The position peaked at $43.6K in Q3 2018. 194 funds tracked by Wall St. Rank hold FBT as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 275 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2018, an estimated $43.6K.
  • Bartlett & Co Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $43.6K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.