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Heritage Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Heritage Wealth Advisors’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
2019
Q3 		– Sell
-1,000
Closed -$141K – 442
2019
Q2 		$141K Hold
1,000
– – 0.02% 166
2019
Q1 		$151K Buy
+1,000
New +$144K 0.02% 148

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Heritage Wealth Advisors's FBT Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 1,000 shares — an estimated $141K sold.

Heritage Wealth Advisors first reported a position in FBT in Q1 2019 and held it in 2 quarters. The position peaked at $151K in Q1 2019. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,000 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $141K.
  • Heritage Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $151K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.