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Next Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Next Financial Group’s Portfolio AIRR Stock Details AIRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-695
Closed -$17K – 1893
2017
Q1 		$17K Sell
695
-2,369
-77% -$56.5K ﹤0.01% 1102
2016
Q4 		$72K Buy
+3,064
New +$66.7K 0.01% 809

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Next Financial Group's AIRR Position: Q2 2017 in Review

Next Financial Group sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2017, closing a stake of 695 shares — an estimated $17K sold.

Next Financial Group first reported a position in AIRR in Q4 2016 and held it in 2 quarters. The position peaked at $72K in Q4 2016. 32 funds tracked by Wall St. Rank hold AIRR as of Q2 2017.

  • Next Financial Group reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 695 First Trust RBA American Industrial Renaissance ETF shares in Q2 2017, an estimated $17K.
  • Next Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2016 and held it in 2 quarters.
  • Next Financial Group's First Trust RBA American Industrial Renaissance ETF position peaked at $72K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.