Valmark Advisers’s First Trust Chindia ETF FNI Stock Holding History

Valmark Advisers’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	-3,992	Closed	-$202K	–	425
2021 Q3	$202K	Hold	3,992	–	–	﹤0.01%	384
2021 Q2	$249K	Sell	3,992 -25	-0.6%	-$1.52K	﹤0.01%	354
2021 Q1	$247K	Hold	4,017	–	–	﹤0.01%	346
2020 Q4	$237K	Buy	+4,017	New	+$214K	﹤0.01%	322
2018 Q1	–	Sell	-5,077	Closed	-$201K	–	201
2017 Q4	$201K	Buy	+5,077	New	+$198K	﹤0.01%	186

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 $142M AUM 18.94% 1-Year Est. Return

BHB

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

Valmark Advisers's FNI Position: Q4 2021 in Review

Valmark Advisers sold out of First Trust Chindia ETF (FNI) in Q4 2021, closing a stake of 3,992 shares — an estimated $202K sold.

Valmark Advisers first reported a position in FNI in Q4 2017 and held it in 5 quarters. The position peaked at $249K in Q2 2021. 38 funds tracked by Wall St. Rank hold FNI as of Q4 2021.

Valmark Advisers reported no remaining First Trust Chindia ETF position as of Q4 2021 after selling out during the quarter.
Valmark Advisers sold 3,992 First Trust Chindia ETF shares in Q4 2021, an estimated $202K.
Valmark Advisers first reported a position in First Trust Chindia ETF in Q4 2017 and held it in 5 quarters.
Valmark Advisers's First Trust Chindia ETF position peaked at $249K in Q2 2021.
38 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2021.

Based on Valmark Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.