Psagot Value Holdings’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Psagot Value Holdings’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
2020 Q2	–	Sell	-101,589	Closed	-$13.3M	–	383
2020 Q1	$13.3M	Buy	+101,589	New	+$14.5M	0.54%	46
2019 Q4	–	Sell	-101,677	Closed	-$12.6M	–	437
2019 Q3	$12.6M	Hold	101,677	–	–	0.52%	56
2019 Q2	$14.3M	Buy	+101,677	New	+$14M	0.58%	50

Other funds holding FBT

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Psagot Value Holdings's FBT Position: Q2 2020 in Review

Psagot Value Holdings sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2020, closing a stake of 101,589 shares — an estimated $13.3M sold.

Psagot Value Holdings first reported a position in FBT in Q2 2019 and held it in 3 quarters. The position peaked at $14.3M in Q2 2019. 224 funds tracked by Wall St. Rank hold FBT as of Q2 2020.

Psagot Value Holdings reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2020 after selling out during the quarter.
Psagot Value Holdings sold 101,589 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2020, an estimated $13.3M.
Psagot Value Holdings first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and held it in 3 quarters.
Psagot Value Holdings's First Trust NYSE Arca Biotechnology Index Fund position peaked at $14.3M in Q2 2019.
224 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2020.

Based on Psagot Value Holdings's 13F filing for Q2 2020, filed 29 Jul 2020.