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Wedbush Securities’s Global X FinTech ETF FINX Stock Holding History

Wedbush Securities’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,647
Closed -$277K – 868
2018
Q3 		$277K Buy
9,647
+404
+4% +$11.2K 0.03% 620
2018
Q2 		$241K Buy
+9,243
New +$231K 0.03% 655

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wedbush Securities's FINX Position: Q4 2018 in Review

Wedbush Securities sold out of Global X FinTech ETF (FINX) in Q4 2018, closing a stake of 9,647 shares — an estimated $277K sold.

Wedbush Securities first reported a position in FINX in Q2 2018 and held it in 2 quarters. The position peaked at $277K in Q3 2018. 39 funds tracked by Wall St. Rank hold FINX as of Q4 2018.

  • Wedbush Securities reported no remaining Global X FinTech ETF position as of Q4 2018 after selling out during the quarter.
  • Wedbush Securities sold 9,647 Global X FinTech ETF shares in Q4 2018, an estimated $277K.
  • Wedbush Securities first reported a position in Global X FinTech ETF in Q2 2018 and held it in 2 quarters.
  • Wedbush Securities's Global X FinTech ETF position peaked at $277K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2018.

Based on Wedbush Securities's 13F filing for Q4 2018, filed 31 Jan 2019.