Simply Money Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Simply Money Advisors’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
2013 Q4	–	Sell	-300	Closed	-$19K	–	103
2013 Q3	$19K	Hold	300	–	–	﹤0.01%	44
2013 Q2	$17K	Buy	+300	New	+$17.1K	﹤0.01%	122

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Simply Money Advisors's FBT Position: Q4 2013 in Review

Simply Money Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2013, closing a stake of 300 shares — an estimated $19K sold.

Simply Money Advisors first reported a position in FBT in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q3 2013. 79 funds tracked by Wall St. Rank hold FBT as of Q4 2013.

Simply Money Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 300 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2013, an estimated $19K.
Simply Money Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $19K in Q3 2013.
79 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.