LifePlan Financial Group’s First Trust Chindia ETF FNI Stock Holding History

LifePlan Financial Group’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 Q3	–	Sell	-576	Closed	-$23K	–	607
2020 Q2	$23K	Hold	576	–	–	0.01%	321
2020 Q1	$18K	Hold	576	–	–	0.01%	330
2019 Q4	$23K	Sell	576 -141	-20%	-$5.22K	0.01%	334
2019 Q3	$25K	Hold	717	–	–	0.01%	322
2019 Q2	$26K	Hold	717	–	–	0.01%	312
2019 Q1	$27K	Sell	717 -664	-48%	-$22.8K	0.01%	316
2018 Q4	$43K	Sell	1,381 -655	-32%	-$20.7K	0.03%	249
2018 Q3	$70K	Hold	2,036	–	–	0.04%	220
2018 Q2	$78K	Sell	2,036 -26	-1%	-$1.03K	0.04%	199
2018 Q1	$81K	Buy	+2,062	New	+$84.7K	0.05%	182
2015 Q3	–	Sell	-62,972	Closed	-$1.93M	–	100
2015 Q2	$1.93M	Buy	+62,972	New	+$1.98M	1.29%	25

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's FNI Position: Q3 2020 in Review

LifePlan Financial Group sold out of First Trust Chindia ETF (FNI) in Q3 2020, closing a stake of 576 shares — an estimated $23K sold.

LifePlan Financial Group first reported a position in FNI in Q2 2015 and held it in 11 quarters. The position peaked at $1.93M in Q2 2015. 39 funds tracked by Wall St. Rank hold FNI as of Q3 2020.

LifePlan Financial Group reported no remaining First Trust Chindia ETF position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 576 First Trust Chindia ETF shares in Q3 2020, an estimated $23K.
LifePlan Financial Group first reported a position in First Trust Chindia ETF in Q2 2015 and held it in 11 quarters.
LifePlan Financial Group's First Trust Chindia ETF position peaked at $1.93M in Q2 2015.
39 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.