Northwest Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-1,393	Closed	-$210K	–	227
2019 Q1	$210K	Buy	1,393 +117	+9%	+$16.8K	0.16%	108
2018 Q4	$158K	Hold	1,276	–	–	0.13%	111
2018 Q3	$202K	Buy	1,276 +570	+81%	+$86.3K	0.15%	112
2018 Q2	$99K	Hold	706	–	–	0.07%	151
2018 Q1	$93K	Buy	+706	New	+$96.4K	0.07%	157

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

Northwest Wealth Management's FBT Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 1,393 shares — an estimated $210K sold.

Northwest Wealth Management first reported a position in FBT in Q1 2018 and held it in 5 quarters. The position peaked at $210K in Q1 2019. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,393 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $210K.
Northwest Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $210K in Q1 2019.
222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.