United Capital Financial Advisors’s First Trust Chindia ETF FNI Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-1,150	Closed	-$741K	–	1349
2017 Q2	$741K	Buy	+1,150	New	+$39K	0.01%	840
2015 Q1	–	Sell	-34,886	Closed	-$998K	–	1287
2014 Q4	$998K	Buy	34,886 +7,739	+29%	+$232K	0.01%	652
2014 Q3	$801K	Buy	+27,147	New	+$837K	0.01%	669

Other funds holding FNI

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Capital Financial Advisors's FNI Position: Q3 2017 in Review

United Capital Financial Advisors sold out of First Trust Chindia ETF (FNI) in Q3 2017, closing a stake of 1,150 shares — an estimated $741K sold.

United Capital Financial Advisors first reported a position in FNI in Q3 2014 and held it in 3 quarters. The position peaked at $998K in Q4 2014. 37 funds tracked by Wall St. Rank hold FNI as of Q3 2017.

United Capital Financial Advisors reported no remaining First Trust Chindia ETF position as of Q3 2017 after selling out during the quarter.
United Capital Financial Advisors sold 1,150 First Trust Chindia ETF shares in Q3 2017, an estimated $741K.
United Capital Financial Advisors first reported a position in First Trust Chindia ETF in Q3 2014 and held it in 3 quarters.
United Capital Financial Advisors's First Trust Chindia ETF position peaked at $998K in Q4 2014.
37 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.