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Lake Point Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-4
Closed – – 733
2018
Q4 		$0 Buy
+4
New +$547 ﹤0.01% 840

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lake Point Wealth Management's FBT Position: Q1 2019 in Review

Lake Point Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2019, closing a stake of 4 shares.

Lake Point Wealth Management first reported a position in FBT in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 227 funds tracked by Wall St. Rank hold FBT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 4 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2019.
  • Lake Point Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $0 in Q4 2018.
  • 227 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.