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WealthBridge Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

WealthBridge Capital Management’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
Q2 		– Sell
-355
Closed -$48K – 351
2019
Q1 		$48K Buy
355
+20
+6% +$2.88K 0.03% 290
2018
Q4 		$42K Buy
+335
New +$45.8K 0.03% 268

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthBridge Capital Management's FBT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 355 shares — an estimated $48K sold.

WealthBridge Capital Management first reported a position in FBT in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q1 2019. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

  • WealthBridge Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 355 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $48K.
  • WealthBridge Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $48K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.