First Allied Advisory Services’s Global X FinTech ETF FINX Stock Holding History

First Allied Advisory Services’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
2020 Q3	$384K	Buy	10,114 +2,199	+28%	+$80.2K	0.01%	810
2020 Q2	$263K	Buy	+7,915	New	+$235K	0.01%	887
2019 Q4	–	Sell	-3,656	Closed	-$103K	–	1318
2019 Q3	$103K	Buy	+3,656	New	+$108K	﹤0.01%	1232

Other funds holding FINX

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

First Allied Advisory Services's FINX Position: Q3 2020 in Review

First Allied Advisory Services increased its Global X FinTech ETF (FINX) stake by 28% in Q3 2020, buying an estimated $80.2K and bringing the position to 10,114 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #810.

First Allied Advisory Services first reported a position in FINX in Q3 2019 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold FINX as of Q3 2020.

First Allied Advisory Services held 10,114 shares of Global X FinTech ETF worth $384K as of Q3 2020.
First Allied Advisory Services bought 2,199 Global X FinTech ETF shares in Q3 2020, an estimated $80.2K.
Global X FinTech ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #810 holding.
First Allied Advisory Services first reported a position in Global X FinTech ETF in Q3 2019 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.