AP
FNI

Atwood & Palmer’s First Trust Chindia ETF FNI Stock Holding History

Atwood & Palmer’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
2017
Q1 		– Sell
-480
Closed -$13K – 344
2016
Q4 		$13K Hold
480
– – ﹤0.01% 254
2016
Q3 		$15K Sell
480
-60
-11% -$1.75K ﹤0.01% 238
2016
Q2 		$15K Sell
540
-1,153
-68% -$31.3K ﹤0.01% 238
2016
Q1 		$46K Sell
1,693
-247,459
-99% -$6.31M 0.01% 178
2015
Q4 		$7.07M Sell
249,152
-177,240
-42% -$4.96M 1.34% 28
2015
Q3 		$10.9M Sell
426,392
-14,743
-3% -$406K 2.12% 19
2015
Q2 		$13.5M Buy
441,135
+5,762
+1% +$181K 2.43% 15
2015
Q1 		$13.2M Buy
435,373
+130,695
+43% +$3.92M 2.36% 15
2014
Q4 		$8.71M Buy
+304,678
New +$9.14M 1.63% 26

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return