Advisors Preferred’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Advisors Preferred’s Portfolio FNDE Stock Details FNDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,042	Closed	-$425K	–	216
2024 Q3	$425K	Sell	13,042 -672	-5%	-$20.1K	0.06%	143
2024 Q2	$406K	Buy	+13,714	New	+$398K	0.07%	87
2023 Q2	–	Sell	-6,117	Closed	-$160K	–	189
2023 Q1	$160K	Buy	+6,117	New	+$159K	0.05%	89

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Preferred's FNDE Position: Q4 2024 in Review

Advisors Preferred sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024, closing a stake of 13,042 shares — an estimated $425K sold.

Advisors Preferred first reported a position in FNDE in Q1 2023 and held it in 3 quarters. The position peaked at $425K in Q3 2024. 355 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

Advisors Preferred reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 13,042 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2024, an estimated $425K.
Advisors Preferred first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and held it in 3 quarters.
Advisors Preferred's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $425K in Q3 2024.
355 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.