IAA
FNI

Independent Advisor Alliance’s First Trust Chindia ETF FNI Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-5,311
Closed -$211K – 912
2019
Q4 		$211K Buy
+5,311
New +$197K 0.01% 807

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's FNI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of First Trust Chindia ETF (FNI) in Q1 2020, closing a stake of 5,311 shares — an estimated $211K sold.

Independent Advisor Alliance first reported a position in FNI in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 32 funds tracked by Wall St. Rank hold FNI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining First Trust Chindia ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,311 First Trust Chindia ETF shares in Q1 2020, an estimated $211K.
  • Independent Advisor Alliance first reported a position in First Trust Chindia ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Chindia ETF position peaked at $211K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.