Next Financial Group’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,056	Closed	-$25K	–	2563
2020 Q4	$25K	Buy	1,056 +981	+1,308%	+$22.1K	﹤0.01%	1453
2020 Q3	$2K	Buy	+75	New	+$1.55K	﹤0.01%	2019
2020 Q2	–	Sell	-459	Closed	-$8K	–	1062
2020 Q1	$8K	Sell	459 -11,210	-96%	-$224K	﹤0.01%	1585
2019 Q4	$258K	Sell	11,669 -62,408	-84%	-$1.32M	0.03%	604
2019 Q3	$1.58M	Buy	+74,077	New	+$1.55M	0.17%	141

Other funds holding FTXG

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Next Financial Group's FTXG Position: Q1 2021 in Review

Next Financial Group sold out of First Trust Nasdaq Food & Beverage ETF (FTXG) in Q1 2021, closing a stake of 1,056 shares — an estimated $25K sold.

Next Financial Group first reported a position in FTXG in Q3 2019 and held it in 5 quarters. The position peaked at $1.58M in Q3 2019. 7 funds tracked by Wall St. Rank hold FTXG as of Q1 2021.

Next Financial Group reported no remaining First Trust Nasdaq Food & Beverage ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 1,056 First Trust Nasdaq Food & Beverage ETF shares in Q1 2021, an estimated $25K.
Next Financial Group first reported a position in First Trust Nasdaq Food & Beverage ETF in Q3 2019 and held it in 5 quarters.
Next Financial Group's First Trust Nasdaq Food & Beverage ETF position peaked at $1.58M in Q3 2019.
7 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.