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Fusion Family Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Fusion Family Wealth’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
2017
Q3 		– Sell
-35
Closed -$4K – 252
2017
Q2 		$4K Hold
35
– – ﹤0.01% 231
2017
Q1 		$4K Hold
35
– – ﹤0.01% 238
2016
Q4 		$3K Buy
+35
New +$3.28K ﹤0.01% 334

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Fusion Family Wealth's FBT Position: Q3 2017 in Review

Fusion Family Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2017, closing a stake of 35 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in FBT in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 116 funds tracked by Wall St. Rank hold FBT as of Q3 2017.

  • Fusion Family Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 35 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2017, an estimated $4K.
  • Fusion Family Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and held it in 3 quarters.
  • Fusion Family Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.