NFG
FAV

Next Financial Group’s FIRST TRUST DIVIDEND AND INCOME FD COM FAV Stock Holding History

Next Financial Group’s Portfolio FAV Stock Details FAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,100
Closed -$10K – 2578
2016
Q3 		$10K Buy
+1,100
New +$10K ﹤0.01% 1669

Next Financial Group's FAV Position: Q4 2016 in Review

Next Financial Group sold out of FIRST TRUST DIVIDEND AND INCOME FD COM (FAV) in Q4 2016, closing a stake of 1,100 shares — an estimated $10K sold.

Next Financial Group first reported a position in FAV in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 0 funds tracked by Wall St. Rank hold FAV as of Q4 2016.

  • Next Financial Group reported no remaining FIRST TRUST DIVIDEND AND INCOME FD COM position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 1,100 FIRST TRUST DIVIDEND AND INCOME FD COM shares in Q4 2016, an estimated $10K.
  • Next Financial Group first reported a position in FIRST TRUST DIVIDEND AND INCOME FD COM in Q3 2016 and held it in 1 quarter.
  • Next Financial Group's FIRST TRUST DIVIDEND AND INCOME FD COM position peaked at $10K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held FIRST TRUST DIVIDEND AND INCOME FD COM as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.