RPg Family Wealth Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

RPg Family Wealth Advisory’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
2017 Q2	–	Sell	-200	Closed	-$21.1K	–	303
2017 Q1	$21.1K	Hold	200	–	–	0.02%	209
2016 Q4	$18.2K	Buy	+200	New	+$18.7K	0.02%	199
2016 Q3	–	Sell	-114	Closed	-$10.2K	–	252
2016 Q2	$10.2K	Sell	114 -26	-19%	-$2.39K	﹤0.01%	254
2016 Q1	$12.3K	Sell	140 -311	-69%	-$27.4K	0.01%	234
2015 Q4	$51K	Buy	+451	New	+$48.6K	0.05%	95

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

RJA

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

RPg Family Wealth Advisory's FBT Position: Q2 2017 in Review

RPg Family Wealth Advisory sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 200 shares — an estimated $21.1K sold.

RPg Family Wealth Advisory first reported a position in FBT in Q4 2015 and held it in 5 quarters. The position peaked at $51K in Q4 2015. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

RPg Family Wealth Advisory reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $21.1K.
RPg Family Wealth Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and held it in 5 quarters.
RPg Family Wealth Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $51K in Q4 2015.
112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.