AWA
FNI

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

Amplius 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
2022
Q1 		– Sell
-700
Closed -$33K – 993
2021
Q4 		$33K Buy
+700
New +$36.2K ﹤0.01% 395

Other funds holding FNI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Amplius Wealth Advisors's FNI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of First Trust Chindia ETF (FNI) in Q1 2022, closing a stake of 700 shares — an estimated $33K sold.

Amplius Wealth Advisors first reported a position in FNI in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 30 funds tracked by Wall St. Rank hold FNI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining First Trust Chindia ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 700 First Trust Chindia ETF shares in Q1 2022, an estimated $33K.
  • Amplius Wealth Advisors first reported a position in First Trust Chindia ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's First Trust Chindia ETF position peaked at $33K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.