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

LBA 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
2016
Q4 		– Sell
-33
Closed -$3K – 465
2016
Q3 		$3K Hold
33
– – ﹤0.01% 402
2016
Q2 		$3K Hold
33
– – ﹤0.01% 385
2016
Q1 		$3K Hold
33
– – ﹤0.01% 374
2015
Q4 		$4K Buy
+33
New +$3.55K ﹤0.01% 348

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 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
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 $1.73B AUM 17.28% 1-Year Est. Return

LBA Wealth Management's FBT Position: Q4 2016 in Review

LBA Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2016, closing a stake of 33 shares — an estimated $3K sold.

LBA Wealth Management first reported a position in FBT in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 109 funds tracked by Wall St. Rank hold FBT as of Q4 2016.

  • LBA Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 33 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2016, an estimated $3K.
  • LBA Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and held it in 4 quarters.
  • LBA Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q4 2015.
  • 109 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.