Activest Wealth Management’s First Trust Nasdaq Lux Digital Health Solutions ETF EKG Stock Holding History

Activest Wealth Management’s Portfolio EKG Stock Details EKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-741	Closed	-$68.9K	–	355
2023 Q2	$68.9K	Buy	+741	New	+$12.9K	0.05%	53

Other funds holding EKG

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Activest Wealth Management's EKG Position: Q3 2023 in Review

Activest Wealth Management sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q3 2023, closing a stake of 741 shares — an estimated $68.9K sold.

Activest Wealth Management first reported a position in EKG in Q2 2023 and held it in 1 quarter. The position peaked at $68.9K in Q2 2023. 2 funds tracked by Wall St. Rank hold EKG as of Q3 2023.

Activest Wealth Management reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q3 2023 after selling out during the quarter.
Activest Wealth Management sold 741 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q3 2023, an estimated $68.9K.
Activest Wealth Management first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q2 2023 and held it in 1 quarter.
Activest Wealth Management's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $68.9K in Q2 2023.
2 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.