Founders Financial Securities’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,590
| Closed | -$787K | – | 133 |
|
|
2019
Q2 | $787K | Buy |
5,590
+502
| +10% | +$70.7K | 0.26% | 62 |
|
|
2019
Q1 | $768K | Buy |
5,088
+2,432
| +92% | +$367K | 0.24% | 68 |
|
|
2018
Q4 | $330K | Sell |
2,656
-1,861
| -41% | -$231K | 0.12% | 84 |
|
|
2018
Q3 | $716K | Buy |
+4,517
| New | +$716K | 0.2% | 76 |
|
|
2016
Q1 | – | Sell |
-3,814
| Closed | -$431K | – | 67 |
|
|
2015
Q4 | $431K | Buy |
+3,814
| New | +$431K | 0.2% | 47 |
|
|
2015
Q3 | – | Sell |
-6,371
| Closed | -$790K | – | 72 |
|
|
2015
Q2 | $790K | Buy |
6,371
+204
| +3% | +$25.3K | 0.39% | 34 |
|
|
2015
Q1 | $729K | Buy |
6,167
+345
| +6% | +$40.8K | 0.38% | 40 |
|
|
2014
Q4 | $594K | Sell |
5,822
-1,724
| -23% | -$176K | 0.36% | 38 |
|
|
2014
Q3 | $693K | Sell |
7,546
-137
| -2% | -$12.6K | 0.45% | 36 |
|
|
2014
Q2 | $633K | Sell |
7,683
-505
| -6% | -$41.6K | 0.42% | 37 |
|
|
2014
Q1 | $628 | Sell |
8,188
-354
| -4% | -$27 | 0.42% | 38 |
|
|
2013
Q4 | $591K | Buy |
+8,542
| New | +$591K | 0.5% | 39 |
|