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GoalVest Advisory’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

GoalVest Advisory’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
2025
Q4 		– Sell
-76
Closed -$4.33K – 543
2025
Q3 		$4.33K Buy
+76
New +$4.42K ﹤0.01% 369
2024
Q4 		– Sell
-185
Closed -$12K – 419
2024
Q3 		$12K Buy
+185
New +$11.5K ﹤0.01% 306

Other funds holding NFTY

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GoalVest Advisory's NFTY Position: Q4 2025 in Review

GoalVest Advisory sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q4 2025, closing a stake of 76 shares — an estimated $4.33K sold.

GoalVest Advisory first reported a position in NFTY in Q3 2024 and held it in 2 quarters. The position peaked at $12K in Q3 2024. 69 funds tracked by Wall St. Rank hold NFTY as of Q4 2025.

  • GoalVest Advisory reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 76 First Trust India Nifty 50 Equal Weight ETF shares in Q4 2025, an estimated $4.33K.
  • GoalVest Advisory first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2024 and held it in 2 quarters.
  • GoalVest Advisory's First Trust India Nifty 50 Equal Weight ETF position peaked at $12K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.