YWP
FBT icon

YorkBridge Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-180
Closed -$18K – 891
2016
Q4 		$18K Buy
+180
New +$16.9K 0.01% 483

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

YorkBridge Wealth Partners's FBT Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2017, closing a stake of 180 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in FBT in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 113 funds tracked by Wall St. Rank hold FBT as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 180 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2017, an estimated $18K.
  • YorkBridge Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $18K in Q4 2016.
  • 113 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.