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

Prestige Wealth Management 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
Q4 		– Sell
-260
Closed -$32K – 609
2019
Q3 		$32K Hold
260
– – 0.02% 229
2019
Q2 		$37K Hold
260
– – 0.02% 216
2019
Q1 		$39K Hold
260
– – 0.02% 202
2018
Q4 		$32K Buy
+260
New +$35.6K 0.02% 238

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prestige Wealth Management Group's FBT Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2019, closing a stake of 260 shares — an estimated $32K sold.

Prestige Wealth Management Group first reported a position in FBT in Q4 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2019. 210 funds tracked by Wall St. Rank hold FBT as of Q4 2019.

  • Prestige Wealth Management Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 260 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2019, an estimated $32K.
  • Prestige Wealth Management Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $39K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.