Next Financial Group’s Global X FinTech ETF FINX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$29K	Buy	733 +318	+77%	+$15.1K	﹤0.01%	1729
2021 Q3	$20K	Buy	415 +215	+108%	+$10.5K	﹤0.01%	1797
2021 Q2	$10K	Sell	200 -59	-23%	-$2.71K	﹤0.01%	1982
2021 Q1	$11K	Sell	259 -34,230	-99%	-$1.61M	﹤0.01%	1850
2020 Q4	$1.61M	Buy	34,489 +4,026	+13%	+$168K	0.15%	143
2020 Q3	$1.16M	Buy	+30,463	New	+$1.11M	0.12%	178
2020 Q2	–	Sell	-10,973	Closed	-$265K	–	1030
2020 Q1	$265K	Sell	10,973 -5,649	-34%	-$168K	0.03%	460
2019 Q4	$505K	Buy	16,622 +6,157	+59%	+$180K	0.05%	372
2019 Q3	$301K	Buy	10,465 +2,852	+37%	+$84K	0.03%	497
2019 Q2	$225K	Buy	+7,613	New	+$217K	0.02%	621

Other funds holding FINX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

Next Financial Group increased its Global X FinTech ETF (FINX) stake by 77% in Q4 2021, buying an estimated $15.1K and bringing the position to 733 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Next Financial Group first reported a position in FINX in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2020. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Next Financial Group held 733 shares of Global X FinTech ETF worth $29K as of Q4 2021.
Next Financial Group bought 318 Global X FinTech ETF shares in Q4 2021, an estimated $15.1K.
Global X FinTech ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1729 holding.
Next Financial Group first reported a position in Global X FinTech ETF in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Global X FinTech ETF position peaked at $1.61M in Q4 2020.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

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