Horan Capital Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Horan Capital 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 Q4	–	Sell	-13	Closed	-$2K	–	279
2019 Q3	$2K	Buy	+13	New	+$1.73K	﹤0.01%	268
2019 Q2	–	Sell	-13	Closed	-$2K	–	128
2019 Q1	$2K	Buy	+13	New	+$1.87K	﹤0.01%	252
2017 Q4	–	Sell	-13	Closed	-$2K	–	138
2017 Q3	$2K	Buy	+13	New	+$1.54K	﹤0.01%	303

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Horan Capital Advisors's FBT Position: Q4 2019 in Review

Horan Capital Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2019, closing a stake of 13 shares — an estimated $2K sold.

Horan Capital Advisors first reported a position in FBT in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 210 funds tracked by Wall St. Rank hold FBT as of Q4 2019.

Horan Capital Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2019 after selling out during the quarter.
Horan Capital Advisors sold 13 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2019, an estimated $2K.
Horan Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2017 and held it in 3 quarters.
Horan Capital Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2K in Q3 2019.
210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2019.

Based on Horan Capital Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.