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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.06B AUM 30.02% 1-Year Est. Return

Atwood & Palmer's FNI Position: Q1 2017 in Review

Atwood & Palmer sold out of First Trust Chindia ETF (FNI) in Q1 2017, closing a stake of 480 shares — an estimated $13K sold.

Atwood & Palmer first reported a position in FNI in Q4 2014 and held it in 9 quarters. The position peaked at $13.5M in Q2 2015. 40 funds tracked by Wall St. Rank hold FNI as of Q1 2017.

Atwood & Palmer reported no remaining First Trust Chindia ETF position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 480 First Trust Chindia ETF shares in Q1 2017, an estimated $13K.
Atwood & Palmer first reported a position in First Trust Chindia ETF in Q4 2014 and held it in 9 quarters.
Atwood & Palmer's First Trust Chindia ETF position peaked at $13.5M in Q2 2015.
40 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.