PAG
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Pinnacle Advisory Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Pinnacle Advisory 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
2015
Q1 		– Sell
-5,010
Closed -$229K – 150
2014
Q4 		$229K Hold
5,010
– – 0.02% 127
2014
Q3 		$229K Buy
+5,010
New +$435K 0.03% 109
2014
Q2 		– Sell
-5,375
Closed -$246K – 130
2014
Q1 		$246K Hold
5,375
– – 0.02% 89
2013
Q4 		$246K Buy
+5,375
New +$353K 0.03% 77
2013
Q3 		– Sell
-5,375
Closed -$246K – 104
2013
Q2 		$246K Buy
+5,375
New +$307K 0.03% 69

Other funds holding FBT

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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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return