Winch Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Winch Advisory Services’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
2018 Q2	–	Sell	-6	Closed	-$1K	–	348
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	287
2017 Q4	$1K	Buy	+6	New	+$741	﹤0.01%	286

Other funds holding FBT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Winch Advisory Services's FBT Position: Q2 2018 in Review

Winch Advisory Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2018, closing a stake of 6 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in FBT in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 156 funds tracked by Wall St. Rank hold FBT as of Q2 2018.

Winch Advisory Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 6 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2018, an estimated $1K.
Winch Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 2 quarters.
Winch Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1K in Q1 2018.
156 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.