Acorn Wealth Advisors’s First Trust Chindia ETF FNI Stock Holding History

Acorn Wealth Advisors’s Portfolio FNI Stock Details FNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,057	Closed	-$41K	–	477
2018 Q2	$41K	Hold	1,057	–	–	0.03%	304
2018 Q1	$41K	Sell	1,057 -20	-2%	-$822	0.04%	300
2017 Q4	$44K	Buy	+1,077	New	+$42.1K	0.04%	275

Other funds holding FNI

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acorn Wealth Advisors's FNI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Chindia ETF (FNI) in Q3 2018, closing a stake of 1,057 shares — an estimated $41K sold.

Acorn Wealth Advisors first reported a position in FNI in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2017. 48 funds tracked by Wall St. Rank hold FNI as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Chindia ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,057 First Trust Chindia ETF shares in Q3 2018, an estimated $41K.
Acorn Wealth Advisors first reported a position in First Trust Chindia ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Chindia ETF position peaked at $44K in Q4 2017.
48 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.