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Howe & Rusling’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-70
Closed -$7K – 973
2017
Q1 		$7K Buy
+70
New +$7.01K ﹤0.01% 593

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Howe & Rusling's FBT Position: Q2 2017 in Review

Howe & Rusling sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 70 shares — an estimated $7K sold.

Howe & Rusling first reported a position in FBT in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

  • Howe & Rusling reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
  • Howe & Rusling sold 70 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $7K.
  • Howe & Rusling first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and held it in 1 quarter.
  • Howe & Rusling's First Trust NYSE Arca Biotechnology Index Fund position peaked at $7K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.