SevenBridge Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

SevenBridge Financial 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
2018 Q4	–	Sell	-150	Closed	-$24K	–	581
2018 Q3	$24K	Buy	+150	New	+$22.7K	0.01%	318
2018 Q2	–	Sell	-150	Closed	-$20K	–	606
2018 Q1	$20K	Hold	150	–	–	0.01%	354
2017 Q4	$19K	Hold	150	–	–	0.01%	379
2017 Q3	$19K	Hold	150	–	–	0.01%	378
2017 Q2	$17K	Hold	150	–	–	0.01%	396
2017 Q1	$15K	Hold	150	–	–	0.01%	398
2016 Q4	$14K	Hold	150	–	–	0.01%	401
2016 Q3	$14K	Hold	150	–	–	0.01%	397
2016 Q2	$13K	Buy	+150	New	+$13.8K	0.01%	476

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

SevenBridge Financial Group's FBT Position: Q4 2018 in Review

SevenBridge Financial Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2018, closing a stake of 150 shares — an estimated $24K sold.

SevenBridge Financial Group first reported a position in FBT in Q2 2016 and held it in 9 quarters. The position peaked at $24K in Q3 2018. 194 funds tracked by Wall St. Rank hold FBT as of Q4 2018.

SevenBridge Financial Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2018 after selling out during the quarter.
SevenBridge Financial Group sold 150 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2018, an estimated $24K.
SevenBridge Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2016 and held it in 9 quarters.
SevenBridge Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $24K in Q3 2018.
194 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.