Jaffetilchin Investment Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Jaffetilchin Investment Partners’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
2020 Q1	–	Sell	-2,247	Closed	-$334K	–	178
2019 Q4	$334K	Buy	2,247 +78	+4%	+$10.7K	0.07%	156
2019 Q3	$268K	Buy	2,169 +266	+14%	+$35.4K	0.06%	182
2019 Q2	$268K	Sell	1,903 -15	-0.8%	-$2.07K	0.06%	208
2019 Q1	$289K	Buy	+1,918	New	+$276K	0.06%	220
2016 Q4	–	Sell	-7,383	Closed	-$736K	–	266
2016 Q3	$736K	Buy	7,383 +378	+5%	+$37.1K	0.23%	64
2016 Q2	$627K	Buy	7,005 +125	+2%	+$11.5K	0.19%	84
2016 Q1	$602K	Buy	+6,880	New	+$606K	0.19%	64

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jaffetilchin Investment Partners's FBT Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2020, closing a stake of 2,247 shares — an estimated $334K sold.

Jaffetilchin Investment Partners first reported a position in FBT in Q1 2016 and held it in 7 quarters. The position peaked at $736K in Q3 2016. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

Jaffetilchin Investment Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2020 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,247 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $334K.
Jaffetilchin Investment Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2016 and held it in 7 quarters.
Jaffetilchin Investment Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $736K in Q3 2016.
199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.