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Ellevest Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-334
Closed -$50K – 1145
2019
Q4 		$50K Buy
+334
New +$45.9K 0.01% 191

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RJFSA
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Ellevest Inc's FBT Position: Q1 2020 in Review

Ellevest Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2020, closing a stake of 334 shares — an estimated $50K sold.

Ellevest Inc first reported a position in FBT in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

  • Ellevest Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 334 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $50K.
  • Ellevest Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 1 quarter.
  • Ellevest Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $50K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.