LifePlan Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

LifePlan Financial Group’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 Q2	–	Sell	-153	Closed	-$23K	–	550
2019 Q1	$23K	Hold	153	–	–	0.01%	333
2018 Q4	$19K	Buy	+153	New	+$20.9K	0.01%	335
2016 Q1	–	Sell	-41,464	Closed	-$4.69M	–	98
2015 Q4	$4.69M	Sell	41,464 -1,599	-4%	-$172K	3.33%	7
2015 Q3	$4.36M	Buy	43,063 +2,882	+7%	+$343K	3.17%	10
2015 Q2	$4.98M	Buy	+40,181	New	+$4.85M	3.34%	6

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LifePlan Financial Group's FBT Position: Q2 2019 in Review

LifePlan Financial Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 153 shares — an estimated $23K sold.

LifePlan Financial Group first reported a position in FBT in Q2 2015 and held it in 5 quarters. The position peaked at $4.98M in Q2 2015. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

LifePlan Financial Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 153 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $23K.
LifePlan Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2015 and held it in 5 quarters.
LifePlan Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4.98M in Q2 2015.
222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.