Northwestern Mutual Wealth Management
FNI

Northwestern Mutual Wealth Management’s First Trust Chindia ETF FNI Stock Holding History

Northwestern Mutual Wealth Management’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
Q4 		– Sell
-260
Closed -$12K – 2940
2020
Q3 		$12K Buy
+260
New +$11.9K ﹤0.01% 1949
2020
Q1 		– Sell
-103
Closed -$4K – 2817
2019
Q4 		$4K Buy
+103
New +$3.82K ﹤0.01% 2142

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
WDC
Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's FNI Position: Q4 2020 in Review

Northwestern Mutual Wealth Management sold out of First Trust Chindia ETF (FNI) in Q4 2020, closing a stake of 260 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in FNI in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 48 funds tracked by Wall St. Rank hold FNI as of Q4 2020.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Chindia ETF position as of Q4 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 260 First Trust Chindia ETF shares in Q4 2020, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Chindia ETF in Q4 2019 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's First Trust Chindia ETF position peaked at $12K in Q3 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.