Next Financial Group’s First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF FTQI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-50	Closed	-$1K	–	2418
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	2215
2019 Q2	$1K	Buy	+50	New	+$1.09K	﹤0.01%	2207
2019 Q1	–	Sell	-50	Closed	-$1K	–	1800
2018 Q4	$1K	Buy	+50	New	+$1.08K	﹤0.01%	1840

Other funds holding FTQI

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Next Financial Group sold out of First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF (FTQI) in Q4 2019, closing a stake of 50 shares — an estimated $1K sold.

Next Financial Group first reported a position in FTQI in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 11 funds tracked by Wall St. Rank hold FTQI as of Q4 2019.

Next Financial Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 50 First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF shares in Q4 2019, an estimated $1K.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF in Q4 2018 and held it in 3 quarters.
Next Financial Group's First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF position peaked at $1K in Q3 2019.
11 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF as of Q4 2019.

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