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D'Orazio & Associates’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

D'Orazio & Associates’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
-26
Closed -$4K – 339
2019
Q1 		$4K Buy
+26
New +$3.74K ﹤0.01% 286

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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

D'Orazio & Associates's FBT Position: Q2 2019 in Review

D'Orazio & Associates sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 26 shares — an estimated $4K sold.

D'Orazio & Associates first reported a position in FBT in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

  • D'Orazio & Associates reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 26 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $4K.
  • D'Orazio & Associates first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 1 quarter.
  • D'Orazio & Associates's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on D'Orazio & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.