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

Next 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
2021 Q2	–	Sell	-24,804	Closed	-$1.52M	–	2750
2021 Q1	$1.52M	Buy	24,804 +1,745	+8%	+$116K	0.14%	167
2020 Q4	$1.36M	Buy	+23,059	New	+$1.23M	0.13%	165
2019 Q3	–	Sell	-2,650	Closed	-$95K	–	2467
2019 Q2	$95K	Hold	2,650	–	–	0.01%	930
2019 Q1	$98K	Hold	2,650	–	–	0.02%	541
2018 Q4	$82K	Sell	2,650 -1,500	-36%	-$47.5K	0.02%	650
2018 Q3	$143K	Buy	+4,150	New	+$152K	0.07%	276
2018 Q2	–	Sell	-5,450	Closed	-$214K	–	408
2018 Q1	$214K	Buy	5,450 +250	+5%	+$10.3K	0.05%	372
2017 Q4	$206K	Buy	+5,200	New	+$203K	0.09%	249

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

KAS

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

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

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

Next Financial Group's FNI Position: Q2 2021 in Review

Next Financial Group sold out of First Trust Chindia ETF (FNI) in Q2 2021, closing a stake of 24,804 shares — an estimated $1.52M sold.

Next Financial Group first reported a position in FNI in Q4 2017 and held it in 8 quarters. The position peaked at $1.52M in Q1 2021. 52 funds tracked by Wall St. Rank hold FNI as of Q2 2021.

Next Financial Group reported no remaining First Trust Chindia ETF position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 24,804 First Trust Chindia ETF shares in Q2 2021, an estimated $1.52M.
Next Financial Group first reported a position in First Trust Chindia ETF in Q4 2017 and held it in 8 quarters.
Next Financial Group's First Trust Chindia ETF position peaked at $1.52M in Q1 2021.
52 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.