FCH
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Freestone Capital Holdings’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-200
Closed -$33.6K – 623
2020
Q4 		$33.6K Hold
200
– – ﹤0.01% 637
2020
Q3 		$31.5K Buy
+200
New +$32.7K ﹤0.01% 564

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UBS Group
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LPL Financial
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Royal Bank of Canada
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freestone Capital Holdings's FBT Position: Q1 2021 in Review

Freestone Capital Holdings sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2021, closing a stake of 200 shares — an estimated $33.6K sold.

Freestone Capital Holdings first reported a position in FBT in Q3 2020 and held it in 2 quarters. The position peaked at $33.6K in Q4 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q1 2021.

  • Freestone Capital Holdings reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2021, an estimated $33.6K.
  • Freestone Capital Holdings first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's First Trust NYSE Arca Biotechnology Index Fund position peaked at $33.6K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.