Next Financial Group
DTEC icon

Next Financial Group’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Next Financial Group’s Portfolio DTEC Stock Details DTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$58K – 2392
2019
Q3 		$58K Sell
2,000
-42
-2% -$1.25K 0.01% 1100
2019
Q2 		$62K Buy
+2,042
New +$60.5K 0.01% 1095

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Next Financial Group's DTEC Position: Q4 2019 in Review

Next Financial Group sold out of ALPS Disruptive Technologies ETF (DTEC) in Q4 2019, closing a stake of 2,000 shares — an estimated $58K sold.

Next Financial Group first reported a position in DTEC in Q2 2019 and held it in 2 quarters. The position peaked at $62K in Q2 2019. 24 funds tracked by Wall St. Rank hold DTEC as of Q4 2019.

  • Next Financial Group reported no remaining ALPS Disruptive Technologies ETF position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 2,000 ALPS Disruptive Technologies ETF shares in Q4 2019, an estimated $58K.
  • Next Financial Group first reported a position in ALPS Disruptive Technologies ETF in Q2 2019 and held it in 2 quarters.
  • Next Financial Group's ALPS Disruptive Technologies ETF position peaked at $62K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.