Kapstone Financial Advisors’s First Trust Nasdaq Lux Digital Health Solutions ETF EKG Stock Holding History

Kapstone Financial Advisors’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 Q1	–	Sell	-23,656	Closed	-$1.78M	–	95
2022 Q4	$1.78M	Buy	+23,656	New	+$373K	1.62%	12

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Kapstone Financial Advisors's EKG Position: Q1 2023 in Review

Kapstone Financial Advisors sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q1 2023, closing a stake of 23,656 shares — an estimated $1.78M sold.

Kapstone Financial Advisors first reported a position in EKG in Q4 2022 and held it in 1 quarter. The position peaked at $1.78M in Q4 2022. 3 funds tracked by Wall St. Rank hold EKG as of Q1 2023.

Kapstone Financial Advisors reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q1 2023 after selling out during the quarter.
Kapstone Financial Advisors sold 23,656 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q1 2023, an estimated $1.78M.
Kapstone Financial Advisors first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q4 2022 and held it in 1 quarter.
Kapstone Financial Advisors's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $1.78M in Q4 2022.
3 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q1 2023.

Based on Kapstone Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.