SPC Financial Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

SPC Financial Inc’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
2019 Q3	–	Sell	-4,900	Closed	-$690K	–	125
2019 Q2	$690K	Sell	4,900 -195	-4%	-$26.9K	0.14%	76
2019 Q1	$769K	Buy	5,095 +3,120	+158%	+$449K	0.16%	72
2018 Q4	$245K	Sell	1,975 -3,280	-62%	-$449K	0.07%	109
2018 Q3	$833K	Buy	+5,255	New	+$795K	0.17%	71
2016 Q1	–	Sell	-13,250	Closed	-$1.5M	–	107
2015 Q4	$1.5M	Buy	13,250 +820	+7%	+$88.3K	0.59%	39
2015 Q3	$1.26M	Sell	12,430 -150	-1%	-$17.8K	0.54%	46
2015 Q2	$1.56M	Sell	12,580 -310	-2%	-$37.4K	0.44%	50
2015 Q1	$1.52M	Buy	12,890 +300	+2%	+$33.9K	0.42%	54
2014 Q4	$1.28M	Buy	12,590 +2,370	+23%	+$231K	0.37%	52
2014 Q3	$938K	Sell	10,220 -60	-0.6%	-$5.21K	0.27%	62
2014 Q2	$846K	Sell	10,280 -35	-0.3%	-$2.68K	0.24%	66
2014 Q1	$791K	Buy	10,315 +1,790	+21%	+$140K	0.24%	65
2013 Q4	$590K	Buy	+8,525	New	+$559K	0.18%	73

Other funds holding FBT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

SPC Financial Inc's FBT Position: Q3 2019 in Review

SPC Financial Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 4,900 shares — an estimated $690K sold.

SPC Financial Inc first reported a position in FBT in Q4 2013 and held it in 13 quarters. The position peaked at $1.56M in Q2 2015. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

SPC Financial Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
SPC Financial Inc sold 4,900 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $690K.
SPC Financial Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2013 and held it in 13 quarters.
SPC Financial Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.56M in Q2 2015.
188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on SPC Financial Inc's 13F filing for Q3 2019, filed 18 Oct 2019.