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Brendel Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Brendel Financial Advisors’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
Q2 		– Sell
-15,130
Closed -$2.28M – 80
2019
Q1 		$2.28M Buy
15,130
+3,701
+32% +$533K 2.05% 16
2018
Q4 		$1.42M Buy
+11,429
New +$1.56M 1.63% 28

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brendel Financial Advisors's FBT Position: Q2 2019 in Review

Brendel Financial Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 15,130 shares — an estimated $2.28M sold.

Brendel Financial Advisors first reported a position in FBT in Q4 2018 and held it in 2 quarters. The position peaked at $2.28M in Q1 2019. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

  • Brendel Financial Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
  • Brendel Financial Advisors sold 15,130 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $2.28M.
  • Brendel Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 2 quarters.
  • Brendel Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.28M in Q1 2019.
  • 222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on Brendel Financial Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.