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

Horan Securities’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
2016
Q4 		– Sell
-102
Closed -$9K – 68
2016
Q3 		$9K Buy
+102
New +$10K 0.01% 84

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Horan Securities's FBT Position: Q4 2016 in Review

Horan Securities sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2016, closing a stake of 102 shares — an estimated $9K sold.

Horan Securities first reported a position in FBT in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 110 funds tracked by Wall St. Rank hold FBT as of Q4 2016.

  • Horan Securities reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2016 after selling out during the quarter.
  • Horan Securities sold 102 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2016, an estimated $9K.
  • Horan Securities first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2016 and held it in 1 quarter.
  • Horan Securities's First Trust NYSE Arca Biotechnology Index Fund position peaked at $9K in Q3 2016.
  • 110 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2016.

Based on Horan Securities's 13F filing for Q4 2016, filed 7 Feb 2017.