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

Doyle 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
2019 Q3	–	Sell	-1,020	Closed	-$76K	–	372
2019 Q2	$76K	Buy	+1,020	New	+$141K	0.01%	299
2019 Q1	–	Sell	-130	Closed	-$16K	–	358
2018 Q4	$16K	Buy	+130	New	+$17.8K	﹤0.01%	544

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

RJA

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

Doyle Wealth Management's FBT Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 1,020 shares — an estimated $76K sold.

Doyle Wealth Management first reported a position in FBT in Q4 2018 and held it in 2 quarters. The position peaked at $76K in Q2 2019. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,020 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $76K.
Doyle Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $76K in Q2 2019.
188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.