Next Financial Group’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Next Financial Group’s Portfolio DWMC Stock Details DWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$32K	Buy	+819	New	+$32.1K	﹤0.01%	1697

Other funds holding DWMC

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Next Financial Group's DWMC Position: Q4 2021 in Review

Next Financial Group opened a new position in AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q4 2021: 819 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings.

10 funds tracked by Wall St. Rank hold DWMC as of Q4 2021.

Next Financial Group held 819 shares of AdvisorShares Dorsey Wright Micro-Cap ETF worth $32K as of Q4 2021.
AdvisorShares Dorsey Wright Micro-Cap ETF was a new Next Financial Group position in Q4 2021.
AdvisorShares Dorsey Wright Micro-Cap ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1697 holding.
10 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.