Great Valley Advisor Group’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Great Valley Advisor Group’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 Q2	–	Sell	-4,354	Closed	-$243K	–	928
2025 Q1	$243K	Sell	4,354 -171,772	-98%	-$9.35M	0.01%	784
2024 Q4	$9.86M	Buy	176,126 +15,712	+10%	+$939K	0.22%	107
2024 Q3	$10.4M	Buy	160,414 +2,447	+2%	+$153K	0.26%	97
2024 Q2	$9.52M	Buy	157,967 +3,108	+2%	+$180K	0.27%	94
2024 Q1	$8.82M	Buy	+154,859	New	+$8.64M	0.27%	96
2023 Q1	–	Sell	-23,324	Closed	-$1.02M	–	744
2022 Q4	$1.02M	Buy	23,324 +268	+1%	+$12K	0.05%	328
2022 Q3	$987K	Buy	+23,056	New	+$1.02M	0.06%	309

Other funds holding NFTY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Great Valley Advisor Group's NFTY Position: Q2 2025 in Review

Great Valley Advisor Group sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q2 2025, closing a stake of 4,354 shares — an estimated $243K sold.

Great Valley Advisor Group first reported a position in NFTY in Q3 2022 and held it in 7 quarters. The position peaked at $10.4M in Q3 2024. 69 funds tracked by Wall St. Rank hold NFTY as of Q2 2025.

Great Valley Advisor Group reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Great Valley Advisor Group sold 4,354 First Trust India Nifty 50 Equal Weight ETF shares in Q2 2025, an estimated $243K.
Great Valley Advisor Group first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2022 and held it in 7 quarters.
Great Valley Advisor Group's First Trust India Nifty 50 Equal Weight ETF position peaked at $10.4M in Q3 2024.
69 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.