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Rothschild Investment LLC’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Rothschild Investment LLC’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
2018
Q1 		– Sell
-3,315
Closed -$413K – 389
2017
Q4 		$413K Buy
3,315
+655
+25% +$80.9K 0.04% 292
2017
Q3 		$330K Buy
2,660
+50
+2% +$5.92K 0.04% 324
2017
Q2 		$298K Buy
+2,610
New +$281K 0.03% 352

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rothschild Investment LLC's FBT Position: Q1 2018 in Review

Rothschild Investment LLC sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2018, closing a stake of 3,315 shares — an estimated $413K sold.

Rothschild Investment LLC first reported a position in FBT in Q2 2017 and held it in 3 quarters. The position peaked at $413K in Q4 2017. 154 funds tracked by Wall St. Rank hold FBT as of Q1 2018.

  • Rothschild Investment LLC reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2018 after selling out during the quarter.
  • Rothschild Investment LLC sold 3,315 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2018, an estimated $413K.
  • Rothschild Investment LLC first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2017 and held it in 3 quarters.
  • Rothschild Investment LLC's First Trust NYSE Arca Biotechnology Index Fund position peaked at $413K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2018.

Based on Rothschild Investment LLC's 13F filing for Q1 2018, filed 27 Apr 2018.