SWP
FNI

Strategic Wealth Partners’s First Trust Chindia ETF FNI Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-163
Closed -$5 – 539
2019
Q3 		$5 Buy
+163
New +$5.7K ﹤0.01% 640

Other funds holding FNI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's FNI Position: Q4 2019 in Review

Strategic Wealth Partners sold out of First Trust Chindia ETF (FNI) in Q4 2019, closing a stake of 163 shares — an estimated $5 sold.

Strategic Wealth Partners first reported a position in FNI in Q3 2019 and held it in 1 quarter. The position peaked at $5 in Q3 2019. 38 funds tracked by Wall St. Rank hold FNI as of Q4 2019.

  • Strategic Wealth Partners reported no remaining First Trust Chindia ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 163 First Trust Chindia ETF shares in Q4 2019, an estimated $5.
  • Strategic Wealth Partners first reported a position in First Trust Chindia ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's First Trust Chindia ETF position peaked at $5 in Q3 2019.
  • 38 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.