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First Trust Bank’s iShares US Technology ETF IYW Stock Holding History

First Trust Bank’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-280,000
Closed -$8.42M – 11
2016
Q4 		$8.42M Buy
280,000
+40,400
+17% +$1.2M 15.57% 2
2016
Q3 		$7.13M Buy
+239,600
New +$6.87M 11.5% 3

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Bank's IYW Position: Q1 2017 in Review

First Trust Bank sold out of iShares US Technology ETF (IYW) in Q1 2017, closing a stake of 280,000 shares — an estimated $8.42M sold.

First Trust Bank first reported a position in IYW in Q3 2016 and held it in 2 quarters. The position peaked at $8.42M in Q4 2016. 253 funds tracked by Wall St. Rank hold IYW as of Q1 2017.

  • First Trust Bank reported no remaining iShares US Technology ETF position as of Q1 2017 after selling out during the quarter.
  • First Trust Bank sold 280,000 iShares US Technology ETF shares in Q1 2017, an estimated $8.42M.
  • First Trust Bank first reported a position in iShares US Technology ETF in Q3 2016 and held it in 2 quarters.
  • First Trust Bank's iShares US Technology ETF position peaked at $8.42M in Q4 2016.
  • 253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2017.

Based on First Trust Bank's 13F filing for Q1 2017, filed 12 May 2017.