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Bellwether Investment Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-116
Closed -$12K – 249
2017
Q1 		$12K Hold
116
– – 0.03% 440
2016
Q4 		$11K Buy
+116
New +$10.9K 0.01% 609
2016
Q2 		$12K Buy
+135
New +$12.4K 0.01% 379

Other funds holding FBT

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bellwether Investment Group's FBT Position: Q2 2017 in Review

Bellwether Investment Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 116 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in FBT in Q2 2016 and held it in 3 quarters. The position peaked at $12K in Q1 2017. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

  • Bellwether Investment Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 116 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $12K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.