Certified Advisory Corp’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Certified Advisory Corp’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 Q2	$4K	Hold	25	–	–	﹤0.01%	647
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	658
2019 Q4	$4K	Sell	25 -113	-82%	-$15.5K	﹤0.01%	675
2019 Q3	$17K	Buy	138 +75	+119%	+$9.98K	0.01%	509
2019 Q2	$9K	Buy	+63	New	+$8.69K	﹤0.01%	598

Other funds holding FBT

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Certified Advisory Corp's FBT Position: Q2 2020 in Review

Certified Advisory Corp held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2020 at 25 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Certified Advisory Corp first reported a position in FBT in Q2 2019 and has held it in 5 quarters since. The position peaked at $17K in Q3 2019. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2020.

Certified Advisory Corp held 25 shares of First Trust NYSE Arca Biotechnology Index Fund worth $4K as of Q2 2020.
Certified Advisory Corp left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2020.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #647 holding.
Certified Advisory Corp first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 5 quarters since.
Certified Advisory Corp's First Trust NYSE Arca Biotechnology Index Fund position peaked at $17K in Q3 2019.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.