FCH
FNI

Freestone Capital Holdings’s First Trust Chindia ETF FNI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-200
Closed -$11.8K – 1229
2020
Q4 		$11.8K Hold
200
– – ﹤0.01% 820
2020
Q3 		$9.53K Buy
+200
New +$9.19K ﹤0.01% 753

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freestone Capital Holdings's FNI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of First Trust Chindia ETF (FNI) in Q1 2021, closing a stake of 200 shares — an estimated $11.8K sold.

Freestone Capital Holdings first reported a position in FNI in Q3 2020 and held it in 2 quarters. The position peaked at $11.8K in Q4 2020. 57 funds tracked by Wall St. Rank hold FNI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining First Trust Chindia ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 200 First Trust Chindia ETF shares in Q1 2021, an estimated $11.8K.
  • Freestone Capital Holdings first reported a position in First Trust Chindia ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's First Trust Chindia ETF position peaked at $11.8K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.