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New England Investment & Retirement Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

New England Investment & Retirement 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
2020
Q4 		– Sell
-68,824
Closed -$10.8M – 80
2020
Q3 		$10.8M Sell
68,824
-2,568
-4% -$420K 2.72% 12
2020
Q2 		$12M Buy
+71,392
New +$11.2M 3.01% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Investment & Retirement Group's FBT Position: Q4 2020 in Review

New England Investment & Retirement Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2020, closing a stake of 68,824 shares — an estimated $10.8M sold.

New England Investment & Retirement Group first reported a position in FBT in Q2 2020 and held it in 2 quarters. The position peaked at $12M in Q2 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q4 2020.

  • New England Investment & Retirement Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 68,824 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2020, an estimated $10.8M.
  • New England Investment & Retirement Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and held it in 2 quarters.
  • New England Investment & Retirement Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $12M in Q2 2020.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2020.

Based on New England Investment & Retirement Group's 13F filing for Q4 2020, filed 8 Feb 2021.