Next Financial Group’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$10K	Buy	+119	New	+$8.87K	﹤0.01%	2177
2020 Q2	–	Sell	-15,081	Closed	-$498K	–	1063
2020 Q1	$498K	Sell	15,081 -25,600	-63%	-$990K	0.06%	272
2019 Q4	$1.68M	Buy	40,681 +40,093	+6,819%	+$1.52M	0.17%	127
2019 Q3	$20K	Hold	588	–	–	﹤0.01%	1444
2019 Q2	$19K	Buy	+588	New	+$19K	﹤0.01%	1479

Other funds holding FTXL

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

CWM

Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

Next Financial Group opened a new position in First Trust Nasdaq Semiconductor ETF (FTXL) in Q4 2021: 119 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2177 among its holdings. This is a return to the name: Next Financial Group previously reported a position in FTXL as recently as Q1 2020.

Next Financial Group first reported a position in FTXL in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2019. 50 funds tracked by Wall St. Rank hold FTXL as of Q4 2021.

Next Financial Group held 119 shares of First Trust Nasdaq Semiconductor ETF worth $10K as of Q4 2021.
First Trust Nasdaq Semiconductor ETF was a new Next Financial Group position in Q4 2021.
First Trust Nasdaq Semiconductor ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2177 holding.
Next Financial Group first reported a position in First Trust Nasdaq Semiconductor ETF in Q2 2019 and has held it in 5 quarters since.
Next Financial Group's First Trust Nasdaq Semiconductor ETF position peaked at $1.68M in Q4 2019.
50 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q4 2021.

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