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Oak Grove Capital’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Oak Grove Capital’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
2018
Q4 		– Sell
-200
Closed -$32K – 91
2018
Q3 		$32K Hold
200
– – 0.03% 89
2018
Q2 		$28K Hold
200
– – 0.03% 83
2018
Q1 		$27K Buy
+200
New +$27.3K 0.03% 86

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Grove Capital's FBT Position: Q4 2018 in Review

Oak Grove Capital sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2018, closing a stake of 200 shares — an estimated $32K sold.

Oak Grove Capital first reported a position in FBT in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 194 funds tracked by Wall St. Rank hold FBT as of Q4 2018.

  • Oak Grove Capital reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2018, an estimated $32K.
  • Oak Grove Capital first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and held it in 3 quarters.
  • Oak Grove Capital's First Trust NYSE Arca Biotechnology Index Fund position peaked at $32K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.