CCA
FBT icon

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

Clearwater Capital 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
2018
Q2 		– Sell
-406
Closed -$54K – 306
2018
Q1 		$54K Buy
+406
New +$55.4K 0.01% 289

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearwater Capital Advisors's FBT Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2018, closing a stake of 406 shares — an estimated $54K sold.

Clearwater Capital Advisors first reported a position in FBT in Q1 2018 and held it in 1 quarter. The position peaked at $54K in Q1 2018. 157 funds tracked by Wall St. Rank hold FBT as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 406 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2018, an estimated $54K.
  • Clearwater Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $54K in Q1 2018.
  • 157 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.