Brandywine Oak Private Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Brandywine Oak Private 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
2019 Q1	–	Sell	-250	Closed	-$31K	–	347
2018 Q4	$31K	Buy	+250	New	+$34.2K	0.01%	412

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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Brandywine Oak Private Wealth's FBT Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2019, closing a stake of 250 shares — an estimated $31K sold.

Brandywine Oak Private Wealth first reported a position in FBT in Q4 2018 and held it in 1 quarter. The position peaked at $31K in Q4 2018. 227 funds tracked by Wall St. Rank hold FBT as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 250 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2019, an estimated $31K.
Brandywine Oak Private Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $31K in Q4 2018.
227 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.