First Trust Advisors
BT

First Trust Advisors’s BT Group plc (ADR) BT Stock Holding History

First Trust Advisors’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-18,529
Closed -$237K – 2557
2019
Q2 		$237K Sell
18,529
-19,977
-52% -$278K ﹤0.01% 2332
2019
Q1 		$570K Buy
38,506
+4,220
+12% +$63.2K ﹤0.01% 2085
2018
Q4 		$521K Buy
+34,286
New +$546K ﹤0.01% 2116
2018
Q3 		– Sell
-73,870
Closed -$1.07M – 2577
2018
Q2 		$1.07M Sell
73,870
-9,533
-11% -$145K ﹤0.01% 1911
2018
Q1 		$1.35M Buy
83,403
+5,617
+7% +$96.5K ﹤0.01% 1671
2017
Q4 		$1.42M Buy
77,786
+16,939
+28% +$300K ﹤0.01% 1709
2017
Q3 		$1.17M Sell
60,847
-61,464
-50% -$1.2M ﹤0.01% 1783
2017
Q2 		$2.37M Sell
122,311
-353
-0.3% -$6.96K 0.01% 1373
2017
Q1 		$2.46M Buy
122,664
+20,992
+21% +$439K 0.01% 1367
2016
Q4 		$2.34M Buy
101,672
+23,504
+30% +$543K 0.01% 1343
2016
Q3 		$1.99M Sell
78,168
-24,845
-24% -$651K 0.01% 1341
2016
Q2 		$2.87M Buy
103,013
+26,240
+34% +$824K 0.01% 1128
2016
Q1 		$2.46M Buy
76,773
+23,888
+45% +$800K 0.01% 1192
2015
Q4 		$1.83M Sell
52,885
-11,627
-18% -$408K ﹤0.01% 1447
2015
Q3 		$2.06M Buy
64,512
+13,264
+26% +$457K 0.01% 1381
2015
Q2 		$1.82M Buy
51,248
+11,774
+30% +$411K ﹤0.01% 1592
2015
Q1 		$1.29M Sell
39,474
-36,146
-48% -$1.19M ﹤0.01% 1665
2014
Q4 		$2.34M Buy
75,620
+16,798
+29% +$513K 0.01% 1366
2014
Q3 		$1.81M Buy
58,822
+42,470
+260% +$1.36M 0.01% 1443
2014
Q2 		$537K Buy
16,352
+8,068
+97% +$259K ﹤0.01% 1883
2014
Q1 		$264K Buy
8,284
+1,940
+31% +$62.9K ﹤0.01% 2125
2013
Q4 		$200K Buy
+6,344
New +$189K ﹤0.01% 2149
2013
Q3 		– Sell
-25,254
Closed -$593K – 2344
2013
Q2 		$593K Buy
+25,254
New +$571K ﹤0.01% 1725

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

First Trust Advisors's BT Position: Q3 2019 in Review

First Trust Advisors sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 18,529 shares — an estimated $237K sold.

First Trust Advisors first reported a position in BT in Q2 2013 and held it in 23 quarters. The position peaked at $2.87M in Q2 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • First Trust Advisors reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • First Trust Advisors sold 18,529 BT Group plc (ADR) shares in Q3 2019, an estimated $237K.
  • First Trust Advisors first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 23 quarters.
  • First Trust Advisors's BT Group plc (ADR) position peaked at $2.87M in Q2 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on First Trust Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.