Gradient Investments’s First Trust Chindia ETF FNI Stock Holding History

Gradient Investments’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
2017 Q2	–	Sell	-158	Closed	-$5K	–	936
2017 Q1	$5K	Hold	158	–	–	﹤0.01%	623
2016 Q4	$4K	Hold	158	–	–	﹤0.01%	583
2016 Q3	$5K	Hold	158	–	–	﹤0.01%	542
2016 Q2	$4K	Hold	158	–	–	﹤0.01%	565
2016 Q1	$4K	Hold	158	–	–	﹤0.01%	574
2015 Q4	$4K	Buy	+158	New	+$4.42K	﹤0.01%	537

Other funds holding FNI

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Gradient Investments's FNI Position: Q2 2017 in Review

Gradient Investments sold out of First Trust Chindia ETF (FNI) in Q2 2017, closing a stake of 158 shares — an estimated $5K sold.

Gradient Investments first reported a position in FNI in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q1 2017. 40 funds tracked by Wall St. Rank hold FNI as of Q2 2017.

Gradient Investments reported no remaining First Trust Chindia ETF position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 158 First Trust Chindia ETF shares in Q2 2017, an estimated $5K.
Gradient Investments first reported a position in First Trust Chindia ETF in Q4 2015 and held it in 6 quarters.
Gradient Investments's First Trust Chindia ETF position peaked at $5K in Q1 2017.
40 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.