Mariner Independent Advisor Network’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-20,849	Closed	-$2.7M	–	326
2020 Q1	$2.7M	Sell	20,849 -1,026	-5%	-$146K	0.24%	105
2019 Q4	$3.25M	Sell	21,875 -713	-3%	-$97.9K	0.23%	101
2019 Q3	$2.78M	Sell	22,588 -5,942	-21%	-$791K	0.21%	111
2019 Q2	$4.02M	Buy	+28,530	New	+$3.94M	0.3%	87
2019 Q1	–	Sell	-19,731	Closed	-$2.63M	–	358
2018 Q4	$2.63M	Buy	+19,731	New	+$2.7M	0.23%	102
2018 Q3	–	Sell	-13,148	Closed	-$1.84M	–	242
2018 Q2	$1.84M	Sell	13,148 -55,859	-81%	-$7.67M	0.33%	66
2018 Q1	$9.17M	Buy	69,007 +34,780	+102%	+$4.75M	0.56%	41
2017 Q4	$4.26M	Buy	+34,227	New	+$4.23M	0.45%	52
2015 Q4	–	Sell	-10,694	Closed	-$1.08M	–	100
2015 Q3	$1.08M	Buy	+10,694	New	+$1.27M	0.42%	69

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Mariner Independent Advisor Network's FBT Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2020, closing a stake of 20,849 shares — an estimated $2.7M sold.

Mariner Independent Advisor Network first reported a position in FBT in Q3 2015 and held it in 9 quarters. The position peaked at $9.17M in Q1 2018. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2020.

Mariner Independent Advisor Network reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 20,849 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2020, an estimated $2.7M.
Mariner Independent Advisor Network first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2015 and held it in 9 quarters.
Mariner Independent Advisor Network's First Trust NYSE Arca Biotechnology Index Fund position peaked at $9.17M in Q1 2018.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.