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Rockbridge Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Rockbridge Investment Management’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
2021
Q1 		– Sell
-700
Closed -$118K – 725
2020
Q4 		$118K Buy
+700
New +$114K 0.02% 184

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UBS Group
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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Rockbridge Investment Management's FBT Position: Q1 2021 in Review

Rockbridge Investment Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2021, closing a stake of 700 shares — an estimated $118K sold.

Rockbridge Investment Management first reported a position in FBT in Q4 2020 and held it in 1 quarter. The position peaked at $118K in Q4 2020. 236 funds tracked by Wall St. Rank hold FBT as of Q1 2021.

  • Rockbridge Investment Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 700 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2021, an estimated $118K.
  • Rockbridge Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $118K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.