Financial Architects (New Jersey)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Financial Architects (New Jersey)’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	-262	Closed	-$37K	–	1048
2019 Q2	$37K	Buy	+262	New	+$36.2K	0.01%	568
2018 Q4	–	Sell	-898	Closed	-$142K	–	1379
2018 Q3	$142K	Buy	+898	New	+$136K	0.02%	375
2017 Q2	–	Sell	-24	Closed	-$3K	–	1540
2017 Q1	$3K	Buy	+24	New	+$2.4K	﹤0.01%	1372

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

Financial Architects (New Jersey)'s FBT Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 262 shares — an estimated $37K sold.

Financial Architects (New Jersey) first reported a position in FBT in Q1 2017 and held it in 3 quarters. The position peaked at $142K in Q3 2018. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

Financial Architects (New Jersey) reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 262 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $37K.
Financial Architects (New Jersey) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and held it in 3 quarters.
Financial Architects (New Jersey)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $142K in Q3 2018.
188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.