Chesley Taft & Associates’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Chesley Taft & Associates’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
2026 Q1	–	Sell	-7,700	Closed	-$449K	–	385
2025 Q4	$449K	Buy	7,700 +2,000	+35%	+$117K	0.02%	295
2025 Q3	$324K	Hold	5,700	–	–	0.01%	301
2025 Q2	$342K	Hold	5,700	–	–	0.02%	286
2025 Q1	$318K	Hold	5,700	–	–	0.02%	286
2024 Q4	$319K	Hold	5,700	–	–	0.01%	285
2024 Q3	$370K	Hold	5,700	–	–	0.02%	275
2024 Q2	$344K	Hold	5,700	–	–	0.02%	273
2024 Q1	$325K	Hold	5,700	–	–	0.02%	279
2023 Q4	$308K	Sell	5,700 -100	-2%	-$5K	0.02%	278
2023 Q3	$282K	Hold	5,800	–	–	0.02%	266
2023 Q2	$277K	Buy	+5,800	New	+$260K	0.02%	270

Other funds holding NFTY

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Chesley Taft & Associates's NFTY Position: Q1 2026 in Review

Chesley Taft & Associates sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q1 2026, closing a stake of 7,700 shares — an estimated $449K sold.

Chesley Taft & Associates first reported a position in NFTY in Q2 2023 and held it in 11 quarters. The position peaked at $449K in Q4 2025. 58 funds tracked by Wall St. Rank hold NFTY as of Q1 2026.

Chesley Taft & Associates reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Chesley Taft & Associates sold 7,700 First Trust India Nifty 50 Equal Weight ETF shares in Q1 2026, an estimated $449K.
Chesley Taft & Associates first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q2 2023 and held it in 11 quarters.
Chesley Taft & Associates's First Trust India Nifty 50 Equal Weight ETF position peaked at $449K in Q4 2025.
58 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.