San Francisco Sentry Investment Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

San Francisco Sentry Investment Group’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 Q1	–	Sell	-100	Closed	-$15K	–	912
2019 Q4	$15K	Hold	100	–	–	0.01%	515
2019 Q3	$12K	Hold	100	–	–	0.01%	533
2019 Q2	$14K	Hold	100	–	–	0.01%	507
2019 Q1	$15K	Buy	+100	New	+$14.4K	0.01%	522

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

San Francisco Sentry Investment Group's FBT Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2020, closing a stake of 100 shares — an estimated $15K sold.

San Francisco Sentry Investment Group first reported a position in FBT in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $15K.
San Francisco Sentry Investment Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and held it in 4 quarters.
San Francisco Sentry Investment Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $15K in Q4 2019.
199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.