Creative Planning’s First Trust Chindia ETF FNI Stock Holding History

Creative Planning’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
2016 Q4	–	Sell	-382	Closed	-$12K	–	4915
2016 Q3	$12K	Buy	+382	New	+$11.1K	﹤0.01%	3420
2016 Q1	–	Sell	-1,307	Closed	-$37K	–	4602
2015 Q4	$37K	Sell	1,307 -9,651	-88%	-$270K	﹤0.01%	2368
2015 Q3	$279K	Hold	10,958	–	–	﹤0.01%	1012
2015 Q2	$336K	Hold	10,958	–	–	﹤0.01%	766
2015 Q1	$332K	Hold	10,958	–	–	﹤0.01%	942
2014 Q4	$313K	Buy	10,958 +1,722	+19%	+$51.7K	﹤0.01%	914
2014 Q3	$272K	Sell	9,236 -11	-0.1%	-$339	﹤0.01%	916
2014 Q2	$276K	Buy	9,247 +11	+0.1%	+$313	﹤0.01%	877
2014 Q1	$268K	Buy	9,236 +4,236	+85%	+$122K	﹤0.01%	869
2013 Q4	$141K	Buy	+5,000	New	+$136K	﹤0.01%	1016

Other funds holding FNI

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

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

OMC

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

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

Creative Planning's FNI Position: Q4 2016 in Review

Creative Planning sold out of First Trust Chindia ETF (FNI) in Q4 2016, closing a stake of 382 shares — an estimated $12K sold.

Creative Planning first reported a position in FNI in Q4 2013 and held it in 10 quarters. The position peaked at $336K in Q2 2015. 33 funds tracked by Wall St. Rank hold FNI as of Q4 2016.

Creative Planning reported no remaining First Trust Chindia ETF position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 382 First Trust Chindia ETF shares in Q4 2016, an estimated $12K.
Creative Planning first reported a position in First Trust Chindia ETF in Q4 2013 and held it in 10 quarters.
Creative Planning's First Trust Chindia ETF position peaked at $336K in Q2 2015.
33 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.