First Trust Advisors
AIFU

First Trust Advisors’s AIFU Inc AIFU Stock Holding History

First Trust Advisors’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$808K – 2473
2020
Q1 		$808K Buy
100
+33
+49% +$295K ﹤0.01% 1739
2019
Q4 		$692K Buy
+67
New +$690K ﹤0.01% 2014
2019
Q2 		– Sell
-77
Closed -$808K – 2519
2019
Q1 		$808K Sell
77
-22
-22% -$217K ﹤0.01% 1947
2018
Q4 		$869K Buy
+99
New +$1.01M ﹤0.01% 1897
2018
Q2 		– Sell
-29
Closed -$308K – 2490
2018
Q1 		$308K Sell
29
-3
-9% -$34.2K ﹤0.01% 2150
2017
Q4 		$276K Buy
+32
New +$239K ﹤0.01% 2251
2015
Q4 		– Sell
-66
Closed -$203K – 2314
2015
Q3 		$203K Sell
66
-10
-13% -$31.4K ﹤0.01% 2155
2015
Q2 		$269K Buy
+76
New +$289K ﹤0.01% 2109

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors's AIFU Position: Q2 2020 in Review

First Trust Advisors sold out of AIFU Inc (AIFU) in Q2 2020, closing a stake of 100 shares — an estimated $808K sold.

First Trust Advisors first reported a position in AIFU in Q2 2015 and held it in 8 quarters. The position peaked at $869K in Q4 2018. 42 funds tracked by Wall St. Rank hold AIFU as of Q2 2020.

  • First Trust Advisors reported no remaining AIFU Inc position as of Q2 2020 after selling out during the quarter.
  • First Trust Advisors sold 100 AIFU Inc shares in Q2 2020, an estimated $808K.
  • First Trust Advisors first reported a position in AIFU Inc in Q2 2015 and held it in 8 quarters.
  • First Trust Advisors's AIFU Inc position peaked at $869K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2020.

Based on First Trust Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.