Benjamin F. Edwards & Company’s Global X FinTech ETF FINX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-29	Closed	-$1K	–	1828
2022 Q4	$1K	Sell	29 -48	-62%	-$967	﹤0.01%	1781
2022 Q3	$2K	Hold	77	–	–	﹤0.01%	1706
2022 Q2	$2K	Sell	77 -1,766	-96%	-$45.2K	﹤0.01%	1684
2022 Q1	$59K	Sell	1,843 -317	-15%	-$10.4K	﹤0.01%	979
2021 Q4	$86K	Sell	2,160 -44	-2%	-$2.08K	﹤0.01%	919
2021 Q3	$106K	Buy	2,204 +88	+4%	+$4.3K	0.01%	837
2021 Q2	$101K	Buy	2,116 +182	+9%	+$8.36K	0.01%	847
2021 Q1	$85K	Buy	1,934 +91	+5%	+$4.28K	﹤0.01%	875
2020 Q4	$86K	Buy	1,843 +139	+8%	+$5.8K	0.01%	831
2020 Q3	$65K	Sell	1,704 -125	-7%	-$4.56K	﹤0.01%	833
2020 Q2	$61K	Sell	1,829 -80	-4%	-$2.37K	﹤0.01%	845
2020 Q1	$46K	Buy	+1,909	New	+$56.8K	﹤0.01%	861

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Benjamin F. Edwards & Company's FINX Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 29 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in FINX in Q1 2020 and held it in 12 quarters. The position peaked at $106K in Q3 2021. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 29 Global X FinTech ETF shares in Q1 2023, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in Global X FinTech ETF in Q1 2020 and held it in 12 quarters.
Benjamin F. Edwards & Company's Global X FinTech ETF position peaked at $106K in Q3 2021.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.