Winslow Evans & Crocker’s First Trust Chindia ETF FNI Stock Holding History

Winslow Evans & Crocker’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 Q4	$7K	Buy	+116	New	+$6.19K	﹤0.01%	1031
2017 Q3	–	Sell	-116	Closed	-$4.07K	–	1274
2017 Q2	$4.07K	Hold	116	–	–	﹤0.01%	1094
2017 Q1	$3.68K	Hold	116	–	–	﹤0.01%	1076
2016 Q4	$3.17K	Hold	116	–	–	﹤0.01%	1096
2016 Q3	$3.52K	Hold	116	–	–	﹤0.01%	1116
2016 Q2	$3.15K	Hold	116	–	–	﹤0.01%	1114
2016 Q1	$3.16K	Sell	116 -1,270	-92%	-$32.4K	﹤0.01%	1109
2015 Q4	$39.3K	Hold	1,386	–	–	0.01%	586
2015 Q3	$35.3K	Sell	1,386 -72	-5%	-$1.98K	0.01%	570
2015 Q2	$44.6K	Sell	1,458 -1,818	-55%	-$57.2K	0.01%	577
2015 Q1	$99.4K	Sell	3,276 -856	-21%	-$25.7K	0.03%	424
2014 Q4	$118K	Buy	+4,132	New	+$124K	0.03%	382

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

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

WDC

Woodward Diversified Capital Bakersfield, California $220M AUM 30.39% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Winslow Evans & Crocker's FNI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust Chindia ETF (FNI) in Q4 2020: 116 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FNI as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in FNI in Q4 2014 and has held it in 12 quarters since. The position peaked at $118K in Q4 2014. 48 funds tracked by Wall St. Rank hold FNI as of Q4 2020.

Winslow Evans & Crocker held 116 shares of First Trust Chindia ETF worth $7K as of Q4 2020.
First Trust Chindia ETF was a new Winslow Evans & Crocker position in Q4 2020.
First Trust Chindia ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1031 holding.
Winslow Evans & Crocker first reported a position in First Trust Chindia ETF in Q4 2014 and has held it in 12 quarters since.
Winslow Evans & Crocker's First Trust Chindia ETF position peaked at $118K in Q4 2014.
48 funds tracked by Wall St. Rank held First Trust Chindia ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.