Moloney Securities Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Moloney Securities Asset 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
2020 Q1	–	Sell	-7,061	Closed	-$1.05M	–	305
2019 Q4	$1.05M	Buy	7,061 +406	+6%	+$55.8K	0.32%	100
2019 Q3	$824K	Sell	6,655 -121	-2%	-$16.1K	0.28%	109
2019 Q2	$954K	Sell	6,776 -47	-0.7%	-$6.49K	0.32%	96
2019 Q1	$1.03M	Buy	6,823 +58	+0.9%	+$8.35K	0.36%	84
2018 Q4	$840K	Sell	6,765 -414	-6%	-$56.6K	0.34%	92
2018 Q3	$1.14M	Buy	7,179 +25	+0.3%	+$3.78K	0.39%	77
2018 Q2	$1M	Sell	7,154 -119	-2%	-$16.3K	0.38%	80
2018 Q1	$967K	Buy	+7,273	New	+$993K	0.39%	82

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

Moloney Securities Asset Management's FBT Position: Q1 2020 in Review

Moloney Securities Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2020, closing a stake of 7,061 shares — an estimated $1.05M sold.

Moloney Securities Asset Management first reported a position in FBT in Q1 2018 and held it in 8 quarters. The position peaked at $1.14M in Q3 2018. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

Moloney Securities Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2020 after selling out during the quarter.
Moloney Securities Asset Management sold 7,061 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $1.05M.
Moloney Securities Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and held it in 8 quarters.
Moloney Securities Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.14M in Q3 2018.
199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on Moloney Securities Asset Management's 13F filing for Q1 2020, filed 8 May 2020.