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

Nations 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
2021 Q1	–	Sell	-2,624	Closed	-$441K	–	351
2020 Q4	$441K	Sell	2,624 -165	-6%	-$26.8K	0.12%	213
2020 Q3	$439K	Buy	+2,789	New	+$456K	0.14%	186
2020 Q1	–	Sell	-1,718	Closed	-$256K	–	269
2019 Q4	$256K	Sell	1,718 -8,781	-84%	-$1.21M	0.09%	255
2019 Q3	$1.36M	Sell	10,499 -292	-3%	-$38.9K	0.49%	45
2019 Q2	$1.52M	Buy	10,791 +76	+0.7%	+$10.5K	1%	19
2019 Q1	$1.62M	Buy	10,715 +971	+10%	+$140K	1.11%	17
2018 Q4	$1.21M	Buy	9,744 +147	+2%	+$20.1K	0.97%	22
2018 Q3	$1.52M	Buy	9,597 +1,671	+21%	+$253K	1.09%	18
2018 Q2	$1.11M	Buy	+7,926	New	+$1.09M	0.93%	19

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nations Financial Group's FBT Position: Q1 2021 in Review

Nations Financial Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2021, closing a stake of 2,624 shares — an estimated $441K sold.

Nations Financial Group first reported a position in FBT in Q2 2018 and held it in 9 quarters. The position peaked at $1.62M in Q1 2019. 235 funds tracked by Wall St. Rank hold FBT as of Q1 2021.

Nations Financial Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2021 after selling out during the quarter.
Nations Financial Group sold 2,624 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2021, an estimated $441K.
Nations Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and held it in 9 quarters.
Nations Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.62M in Q1 2019.
235 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2021.

Based on Nations Financial Group's 13F filing for Q1 2021, filed 14 May 2021.