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Verus Capital Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Verus Capital Partners’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 		$29K Sell
218
-460
-68% -$65.5K 0.01% 662
2019
Q4 		$101K Buy
+678
New +$93.1K 0.03% 375

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verus Capital Partners's FBT Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 68% in Q1 2020, selling an estimated $65.5K and leaving 218 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #662.

Verus Capital Partners first reported a position in FBT in Q4 2019 and has held it in 2 quarters since. The position peaked at $101K in Q4 2019. 199 funds tracked by Wall St. Rank hold FBT as of Q1 2020.

  • Verus Capital Partners held 218 shares of First Trust NYSE Arca Biotechnology Index Fund worth $29K as of Q1 2020.
  • Verus Capital Partners sold 460 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2020, an estimated $65.5K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #662 holding.
  • Verus Capital Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $101K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.