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

Dakota 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 Q4	–	Sell	-1,600	Closed	-$255K	–	671
2023 Q3	$255K	Buy	+1,600	New	+$26.3K	0.01%	530
2023 Q1	–	Sell	-2,200	Closed	-$271K	–	625
2022 Q4	$271K	Buy	+2,200	New	+$34.7K	0.02%	463

Other funds holding EKG

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Dakota Wealth Management's EKG Position: Q4 2023 in Review

Dakota Wealth Management sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q4 2023, closing a stake of 1,600 shares — an estimated $255K sold.

Dakota Wealth Management first reported a position in EKG in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q4 2022. 4 funds tracked by Wall St. Rank hold EKG as of Q4 2023.

Dakota Wealth Management reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q4 2023 after selling out during the quarter.
Dakota Wealth Management sold 1,600 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q4 2023, an estimated $255K.
Dakota Wealth Management first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q4 2022 and held it in 2 quarters.
Dakota Wealth Management's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $271K in Q4 2022.
4 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.