EWM
FNI

Executive Wealth Management’s First Trust Chindia ETF FNI Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-34
Closed -$1K – 874
2019
Q2 		$1K Hold
34
– – ﹤0.01% 886
2019
Q1 		$1K Hold
34
– – ﹤0.01% 820
2018
Q4 		$1K Buy
+34
New +$1.08K ﹤0.01% 871

Other funds holding FNI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's FNI Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Chindia ETF (FNI) in Q3 2019, closing a stake of 34 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in FNI in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 36 funds tracked by Wall St. Rank hold FNI as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Chindia ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 34 First Trust Chindia ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in First Trust Chindia ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Chindia ETF position peaked at $1K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.