Concert Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-13,128	Closed	-$1.2M	–	241
2017 Q1	$1.2M	Sell	13,128 -321	-2%	-$32.2K	0.27%	109
2016 Q4	$1.22M	Buy	13,449 +10,747	+398%	+$1.01M	0.27%	106
2016 Q3	$270K	Buy	2,702 +13	+0.5%	+$1.27K	0.03%	528
2016 Q2	$239K	Buy	+2,689	New	+$247K	0.03%	539

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

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

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

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

RJA

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

Concert Wealth Management's FBT Position: Q2 2017 in Review

Concert Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 13,128 shares — an estimated $1.2M sold.

Concert Wealth Management first reported a position in FBT in Q2 2016 and held it in 4 quarters. The position peaked at $1.22M in Q4 2016. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

Concert Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 13,128 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $1.2M.
Concert Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2016 and held it in 4 quarters.
Concert Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.22M in Q4 2016.
112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.