Engrave Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-1,090	Closed	-$182K	–	185
2020 Q2	$182K	Hold	1,090	–	–	0.16%	55
2020 Q1	$142K	Hold	1,090	–	–	0.17%	47
2019 Q4	$162K	Buy	+1,090	New	+$150K	0.16%	52

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

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Engrave Wealth Partners's FBT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2020, closing a stake of 1,090 shares — an estimated $182K sold.

Engrave Wealth Partners first reported a position in FBT in Q4 2019 and held it in 3 quarters. The position peaked at $182K in Q2 2020. 213 funds tracked by Wall St. Rank hold FBT as of Q3 2020.

Engrave Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 1,090 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2020, an estimated $182K.
Engrave Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $182K in Q2 2020.
213 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.