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Winslow Evans & Crocker’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.41M Buy
8,409
+5,309
+171% +$861K 0.27% 85
2020
Q3 		$488K Buy
3,100
+90
+3% +$14.7K 0.12% 166
2020
Q2 		$505K Buy
3,010
+148
+5% +$23.2K 0.13% 151
2020
Q1 		$378K Sell
2,862
-196
-6% -$27.9K 0.12% 167
2019
Q4 		$456K Sell
3,058
-70
-2% -$9.61K 0.12% 186
2019
Q3 		$390K Buy
3,128
+270
+9% +$35.9K 0.11% 197
2019
Q2 		$406K Buy
2,858
+184
+7% +$25.4K 0.11% 198
2019
Q1 		$404K Buy
2,674
+380
+17% +$54.7K 0.11% 184
2018
Q4 		$286K Buy
2,294
+146
+7% +$20K 0.1% 212
2018
Q3 		$342K Buy
2,148
+300
+16% +$45.4K 0.1% 192
2018
Q2 		$260K Buy
1,848
+400
+28% +$54.9K 0.08% 223
2018
Q1 		$192K Buy
1,448
+50
+4% +$6.83K 0.06% 254
2017
Q4 		$174K Buy
1,398
+378
+37% +$46.7K 0.06% 283
2017
Q3 		$126K Buy
1,020
+36
+4% +$4.26K 0.04% 321
2017
Q2 		$112K Sell
984
-52
-5% -$5.59K 0.03% 415
2017
Q1 		$109K Hold
1,036
– – 0.03% 400
2016
Q4 		$94K Buy
1,036
+114
+12% +$10.7K 0.03% 416
2016
Q3 		$91.8K Buy
922
+226
+32% +$22.2K 0.03% 422
2016
Q2 		$62.2K Buy
696
+156
+29% +$14.3K 0.02% 467
2016
Q1 		$47.3K Sell
540
-826
-60% -$72.8K 0.01% 513
2015
Q4 		$154K Sell
1,366
-76
-5% -$8.18K 0.04% 335
2015
Q3 		$146K Hold
1,442
– – 0.05% 330
2015
Q2 		$179K Hold
1,442
– – 0.05% 331
2015
Q1 		$170K Sell
1,442
-24
-2% -$2.71K 0.05% 329
2014
Q4 		$149K Sell
1,466
-26
-2% -$2.54K 0.04% 336
2014
Q3 		$137K Sell
1,492
-58
-4% -$5.03K 0.04% 372
2014
Q2 		$128K Sell
1,550
-50
-3% -$3.82K 0.04% 329
2014
Q1 		$123K Sell
1,600
-1,065
-40% -$83.1K 0.04% 325
2013
Q4 		$184K Buy
+2,665
New +$175K 0.06% 288

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's FBT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 171% in Q4 2020, buying an estimated $861K and bringing the position to 8,409 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #85.

Winslow Evans & Crocker first reported a position in FBT in Q4 2013 and has held it in 29 quarters since. 236 funds tracked by Wall St. Rank hold FBT as of Q4 2020.

  • Winslow Evans & Crocker held 8,409 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.41M as of Q4 2020.
  • Winslow Evans & Crocker bought 5,309 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2020, an estimated $861K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.27% of Winslow Evans & Crocker's portfolio in Q4 2020, its #85 holding.
  • Winslow Evans & Crocker first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2013 and has held it in 29 quarters since.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.