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

Beacon Harbor 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
2021 Q2	–	Sell	-58,907	Closed	-$3.62M	–	81
2021 Q1	$3.62M	Sell	58,907 -1,127	-2%	-$74.8K	1.44%	39
2020 Q4	$3.54M	Buy	+60,034	New	+$3.2M	1.44%	36

Other funds holding FNI

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Harbor Wealth Advisors's FNI Position: Q2 2021 in Review

Beacon Harbor Wealth Advisors sold out of First Trust Chindia ETF (FNI) in Q2 2021, closing a stake of 58,907 shares — an estimated $3.62M sold.

Beacon Harbor Wealth Advisors first reported a position in FNI in Q4 2020 and held it in 2 quarters. The position peaked at $3.62M in Q1 2021. 52 funds tracked by Wall St. Rank hold FNI as of Q2 2021.

Beacon Harbor Wealth Advisors reported no remaining First Trust Chindia ETF position as of Q2 2021 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 58,907 First Trust Chindia ETF shares in Q2 2021, an estimated $3.62M.
Beacon Harbor Wealth Advisors first reported a position in First Trust Chindia ETF in Q4 2020 and held it in 2 quarters.
Beacon Harbor Wealth Advisors's First Trust Chindia ETF position peaked at $3.62M in Q1 2021.
52 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.