SAM
FNI

Synergy Asset Management’s First Trust Chindia ETF FNI Stock Holding History

Synergy Asset 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
2022
Q3 		– Sell
-106,844
Closed -$4.34M – 144
2022
Q2 		$4.34M Buy
+106,844
New +$4.08M 1.15% 27

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Asset Management's FNI Position: Q3 2022 in Review

Synergy Asset Management sold out of First Trust Chindia ETF (FNI) in Q3 2022, closing a stake of 106,844 shares — an estimated $4.34M sold.

Synergy Asset Management first reported a position in FNI in Q2 2022 and held it in 1 quarter. The position peaked at $4.34M in Q2 2022. 32 funds tracked by Wall St. Rank hold FNI as of Q3 2022.

  • Synergy Asset Management reported no remaining First Trust Chindia ETF position as of Q3 2022 after selling out during the quarter.
  • Synergy Asset Management sold 106,844 First Trust Chindia ETF shares in Q3 2022, an estimated $4.34M.
  • Synergy Asset Management first reported a position in First Trust Chindia ETF in Q2 2022 and held it in 1 quarter.
  • Synergy Asset Management's First Trust Chindia ETF position peaked at $4.34M in Q2 2022.
  • 32 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2022.

Based on Synergy Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.