SFS
FNI

Sowell Financial Services’s First Trust Chindia ETF FNI Stock Holding History

Sowell Financial Services’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
2017
Q2 		– Sell
-29,708
Closed -$1.04M – 284
2017
Q1 		$1.04M Buy
+29,708
New +$903K 0.31% 76

Other funds holding FNI

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's FNI Position: Q2 2017 in Review

Sowell Financial Services sold out of First Trust Chindia ETF (FNI) in Q2 2017, closing a stake of 29,708 shares — an estimated $1.04M sold.

Sowell Financial Services first reported a position in FNI in Q1 2017 and held it in 1 quarter. The position peaked at $1.04M in Q1 2017. 40 funds tracked by Wall St. Rank hold FNI as of Q2 2017.

  • Sowell Financial Services reported no remaining First Trust Chindia ETF position as of Q2 2017 after selling out during the quarter.
  • Sowell Financial Services sold 29,708 First Trust Chindia ETF shares in Q2 2017, an estimated $1.04M.
  • Sowell Financial Services first reported a position in First Trust Chindia ETF in Q1 2017 and held it in 1 quarter.
  • Sowell Financial Services's First Trust Chindia ETF position peaked at $1.04M in Q1 2017.
  • 40 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2017.

Based on Sowell Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.