WFA of San Diego’s First Trust Chindia ETF FNI Stock Holding History

WFA of San Diego’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
2020 Q3	–	Sell	-6,423	Closed	-$419K	–	256
2020 Q2	$419K	Buy	+6,423	New	+$230K	0.1%	175

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFA of San Diego's FNI Position: Q3 2020 in Review

WFA of San Diego sold out of First Trust Chindia ETF (FNI) in Q3 2020, closing a stake of 6,423 shares — an estimated $419K sold.

WFA of San Diego first reported a position in FNI in Q2 2020 and held it in 1 quarter. The position peaked at $419K in Q2 2020. 39 funds tracked by Wall St. Rank hold FNI as of Q3 2020.

WFA of San Diego reported no remaining First Trust Chindia ETF position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 6,423 First Trust Chindia ETF shares in Q3 2020, an estimated $419K.
WFA of San Diego first reported a position in First Trust Chindia ETF in Q2 2020 and held it in 1 quarter.
WFA of San Diego's First Trust Chindia ETF position peaked at $419K in Q2 2020.
39 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.