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

Bison Wealth’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
2020
Q1 		– Sell
-50
Closed -$7K – 359
2019
Q4 		$7K Buy
+50
New +$6.87K ﹤0.01% 361

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's FBT Position: Q1 2020 in Review

Bison Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2020, closing a stake of 50 shares — an estimated $7K sold.

Bison Wealth first reported a position in FBT in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

  • Bison Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 50 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $7K.
  • Bison Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 1 quarter.
  • Bison Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $7K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.