Next Financial Group’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$87K	Sell	4,908 -210	-4%	-$3.72K	0.01%	1240
2021 Q3	$90K	Sell	5,118 -358	-7%	-$6.47K	0.01%	1155
2021 Q2	$99K	Sell	5,476 -1,679	-23%	-$30.9K	0.01%	1118
2021 Q1	$126K	Sell	7,155 -10,462	-59%	-$179K	0.01%	928
2020 Q4	$286K	Sell	17,617 -5,897	-25%	-$90.6K	0.03%	580
2020 Q3	$333K	Buy	23,514 +620	+3%	+$9.02K	0.04%	467
2020 Q2	$320K	Buy	+22,894	New	+$314K	0.04%	400

Other funds holding FID

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

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

Next Financial Group reduced its First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) stake by 4.1% in Q4 2021, selling an estimated $3.72K and leaving 4,908 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1240.

Next Financial Group first reported a position in FID in Q2 2020 and has held it in 7 quarters since. The position peaked at $333K in Q3 2020. 34 funds tracked by Wall St. Rank hold FID as of Q4 2021.

Next Financial Group held 4,908 shares of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF worth $87K as of Q4 2021.
Next Financial Group sold 210 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q4 2021, an estimated $3.72K.
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1240 holding.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q2 2020 and has held it in 7 quarters since.
Next Financial Group's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $333K in Q3 2020.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q4 2021.

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