Bank of Montreal
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Bank of Montreal’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Bank of Montreal’s Portfolio NFTY Stock Details NFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,395
Closed -$66.8K – 4089
2023
Q2 		$66.8K Sell
1,395
-27,318
-95% -$1.22M ﹤0.01% 3543
2023
Q1 		$1.25M Buy
+28,713
New +$1.23M ﹤0.01% 1915

Other funds holding NFTY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's NFTY Position: Q3 2023 in Review

Bank of Montreal sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q3 2023, closing a stake of 1,395 shares — an estimated $66.8K sold.

Bank of Montreal first reported a position in NFTY in Q1 2023 and held it in 2 quarters. The position peaked at $1.25M in Q1 2023. 35 funds tracked by Wall St. Rank hold NFTY as of Q3 2023.

  • Bank of Montreal reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 1,395 First Trust India Nifty 50 Equal Weight ETF shares in Q3 2023, an estimated $66.8K.
  • Bank of Montreal first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q1 2023 and held it in 2 quarters.
  • Bank of Montreal's First Trust India Nifty 50 Equal Weight ETF position peaked at $1.25M in Q1 2023.
  • 35 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.