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River Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-136
Closed -$17K – 252
2018
Q4 		$17K Hold
136
– – 0.01% 358
2018
Q3 		$22K Hold
136
– – 0.01% 366
2018
Q2 		$19K Buy
+136
New +$18.7K 0.01% 366

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

River Wealth Advisors's FBT Position: Q1 2019 in Review

River Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2019, closing a stake of 136 shares — an estimated $17K sold.

River Wealth Advisors first reported a position in FBT in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 227 funds tracked by Wall St. Rank hold FBT as of Q1 2019.

  • River Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 136 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2019, an estimated $17K.
  • River Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $22K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.