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Foundations Investment Advisors’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Foundations Investment Advisors’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
2023
Q4 		– Sell
-5,434
Closed -$264K – 709
2023
Q3 		$264K Buy
+5,434
New +$261K 0.01% 543

Other funds holding NFTY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foundations Investment Advisors's NFTY Position: Q4 2023 in Review

Foundations Investment Advisors sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q4 2023, closing a stake of 5,434 shares — an estimated $264K sold.

Foundations Investment Advisors first reported a position in NFTY in Q3 2023 and held it in 1 quarter. The position peaked at $264K in Q3 2023. 47 funds tracked by Wall St. Rank hold NFTY as of Q4 2023.

  • Foundations Investment Advisors reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,434 First Trust India Nifty 50 Equal Weight ETF shares in Q4 2023, an estimated $264K.
  • Foundations Investment Advisors first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust India Nifty 50 Equal Weight ETF position peaked at $264K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.