Carson Wealth (CWM LLC)
FNI

Carson Wealth (CWM LLC)’s First Trust Chindia ETF FNI Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q2 		– Sell
-120
Closed -$5K – 4210
2022
Q1 		$5K Buy
+120
New +$5.23K ﹤0.01% 2892

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNI Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of First Trust Chindia ETF (FNI) in Q2 2022, closing a stake of 120 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in FNI in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 37 funds tracked by Wall St. Rank hold FNI as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining First Trust Chindia ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 120 First Trust Chindia ETF shares in Q2 2022, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Chindia ETF in Q1 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s First Trust Chindia ETF position peaked at $5K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.