WealthShield’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

WealthShield’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
2017 Q4	$342K	Buy	+2,680	New	+$331K	0.21%	87

Other funds holding FBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

WealthShield's FBT Position: Q4 2017 in Review

WealthShield opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2017: 2,680 shares worth $342K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings.

130 funds tracked by Wall St. Rank hold FBT as of Q4 2017.

WealthShield held 2,680 shares of First Trust NYSE Arca Biotechnology Index Fund worth $342K as of Q4 2017.
First Trust NYSE Arca Biotechnology Index Fund was a new WealthShield position in Q4 2017.
First Trust NYSE Arca Biotechnology Index Fund made up 0.21% of WealthShield's portfolio in Q4 2017, its #87 holding.
130 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.