WFG Advisors’s First Trust Chindia ETF FNI Stock Holding History

WFG 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 Q2	$73K	Buy	2,081 +1,744	+518%	+$59.1K	0.02%	612
2017 Q1	$11K	Hold	337	–	–	﹤0.01%	1057
2016 Q4	$9K	Buy	337 +2	+0.6%	+$59	﹤0.01%	1150
2016 Q3	$10K	Buy	335 +1	+0.3%	+$29	﹤0.01%	1139
2016 Q2	$9K	Buy	334 +1	+0.3%	+$27	﹤0.01%	1132
2016 Q1	$9K	Buy	333 +1	+0.3%	+$25	﹤0.01%	1084
2015 Q4	$9K	Hold	332	–	–	﹤0.01%	1116
2015 Q3	$8K	Buy	332 +1	+0.3%	+$28	﹤0.01%	1159
2015 Q2	$10K	Buy	331 +1	+0.3%	+$31	﹤0.01%	1195
2015 Q1	$10K	Buy	+330	New	+$9.9K	﹤0.01%	1215

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WFG Advisors's FNI Position: Q2 2017 in Review

WFG Advisors increased its First Trust Chindia ETF (FNI) stake by 518% in Q2 2017, buying an estimated $59.1K and bringing the position to 2,081 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #612.

WFG Advisors first reported a position in FNI in Q1 2015 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold FNI as of Q2 2017.

WFG Advisors held 2,081 shares of First Trust Chindia ETF worth $73K as of Q2 2017.
WFG Advisors bought 1,744 First Trust Chindia ETF shares in Q2 2017, an estimated $59.1K.
First Trust Chindia ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #612 holding.
WFG Advisors first reported a position in First Trust Chindia ETF in Q1 2015 and has held it in 10 quarters since.
40 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.