Sterling Financial Planning’s First Trust Chindia ETF FNI Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-242	Closed	-$12K	–	423
2021 Q3	$12K	Hold	242	–	–	0.01%	306
2021 Q2	$15K	Hold	242	–	–	0.01%	274
2021 Q1	$15K	Hold	242	–	–	0.01%	248
2020 Q4	$14K	Buy	+242	New	+$12.9K	0.01%	240

Other funds holding FNI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Sterling Financial Planning's FNI Position: Q4 2021 in Review

Sterling Financial Planning sold out of First Trust Chindia ETF (FNI) in Q4 2021, closing a stake of 242 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in FNI in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 38 funds tracked by Wall St. Rank hold FNI as of Q4 2021.

Sterling Financial Planning reported no remaining First Trust Chindia ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 242 First Trust Chindia ETF shares in Q4 2021, an estimated $12K.
Sterling Financial Planning first reported a position in First Trust Chindia ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's First Trust Chindia ETF position peaked at $15K in Q2 2021.
38 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.