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

CapWealth 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
2014
Q1 		– Sell
-250
Closed -$17K – 367
2013
Q4 		$17K Hold
250
– – ﹤0.01% 218
2013
Q3 		$16K Hold
250
– – ﹤0.01% 262
2013
Q2 		$15K Buy
+250
New +$14.3K ﹤0.01% 251

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CapWealth Advisors's FBT Position: Q1 2014 in Review

CapWealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2014, closing a stake of 250 shares — an estimated $17K sold.

CapWealth Advisors first reported a position in FBT in Q2 2013 and held it in 3 quarters. The position peaked at $17K in Q4 2013. 84 funds tracked by Wall St. Rank hold FBT as of Q1 2014.

  • CapWealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2014 after selling out during the quarter.
  • CapWealth Advisors sold 250 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2014, an estimated $17K.
  • CapWealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 3 quarters.
  • CapWealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $17K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2014.

Based on CapWealth Advisors's 13F filing for Q1 2014, filed 12 May 2014.