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

WFG 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
2017
Q2 		– Sell
-1,277
Closed -$135K – 1585
2017
Q1 		$135K Buy
+1,277
New +$128K 0.04% 411
2016
Q4 		– Sell
-2,385
Closed -$238K – 1609
2016
Q3 		$238K Sell
2,385
-116
-5% -$11.4K 0.06% 323
2016
Q2 		$224K Sell
2,501
-1,203
-32% -$110K 0.06% 306
2016
Q1 		$324K Sell
3,704
-229
-6% -$20.2K 0.09% 218
2015
Q4 		$445K Buy
3,933
+147
+4% +$15.8K 0.13% 180
2015
Q3 		$384K Buy
3,786
+389
+11% +$46.3K 0.12% 184
2015
Q2 		$421K Sell
3,397
-298
-8% -$36K 0.12% 194
2015
Q1 		$437K Buy
3,695
+273
+8% +$30.9K 0.12% 193
2014
Q4 		$349K Sell
3,422
-3,799
-53% -$371K 0.07% 307
2014
Q3 		$663K Sell
7,221
-140
-2% -$12.1K 0.13% 197
2014
Q2 		$606K Buy
7,361
+315
+4% +$24.1K 0.11% 213
2014
Q1 		$540K Hold
7,046
– – 0.11% 227
2013
Q4 		$487K Buy
7,046
+300
+4% +$19.7K 0.07% 317
2013
Q3 		$437K Buy
6,746
+200
+3% +$12.7K 0.07% 304
2013
Q2 		$381K Buy
+6,546
New +$374K 0.06% 310

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's FBT Position: Q2 2017 in Review

WFG Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2017, closing a stake of 1,277 shares — an estimated $135K sold.

WFG Advisors first reported a position in FBT in Q2 2013 and held it in 15 quarters. The position peaked at $663K in Q3 2014. 112 funds tracked by Wall St. Rank hold FBT as of Q2 2017.

  • WFG Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 1,277 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2017, an estimated $135K.
  • WFG Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $663K in Q3 2014.
  • 112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.