ZIMP
NFTY icon

Zimmermann Investment Management & Planning’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio NFTY Stock Details NFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,645
Closed -$2.96M – 86
2024
Q3 		$2.96M Buy
+45,645
New +$2.85M 0.91% 29

Other funds holding NFTY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Zimmermann Investment Management & Planning's NFTY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q4 2024, closing a stake of 45,645 shares — an estimated $2.96M sold.

Zimmermann Investment Management & Planning first reported a position in NFTY in Q3 2024 and held it in 1 quarter. The position peaked at $2.96M in Q3 2024. 81 funds tracked by Wall St. Rank hold NFTY as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 45,645 First Trust India Nifty 50 Equal Weight ETF shares in Q4 2024, an estimated $2.96M.
  • Zimmermann Investment Management & Planning first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's First Trust India Nifty 50 Equal Weight ETF position peaked at $2.96M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.