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Planning Solutions Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Planning Solutions 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
2019
Q2 		$1.81M Buy
12,877
+1,068
+9% +$147K 0.93% 25
2019
Q1 		$1.78M Buy
11,809
+7,701
+187% +$1.11M 0.95% 23
2018
Q4 		$510K Buy
+4,108
New +$562K 0.31% 67

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Planning Solutions Group's FBT Position: Q2 2019 in Review

Planning Solutions Group increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 9% in Q2 2019, buying an estimated $147K and bringing the position to 12,877 shares worth $1.81M. The position accounts for 0.93% of the portfolio, ranked #25.

Planning Solutions Group first reported a position in FBT in Q4 2018 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

  • Planning Solutions Group held 12,877 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.81M as of Q2 2019.
  • Planning Solutions Group bought 1,068 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $147K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.93% of Planning Solutions Group's portfolio in Q2 2019, its #25 holding.
  • Planning Solutions Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.