Next Financial Group’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$31K	Buy	954 +923	+2,977%	+$31.2K	﹤0.01%	1701
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	2616
2021 Q2	$1K	Sell	31 -36	-54%	-$1.15K	﹤0.01%	2519
2021 Q1	$2K	Hold	67	–	–	﹤0.01%	2298
2020 Q4	$2K	Buy	+67	New	+$1.4K	﹤0.01%	2177
2020 Q2	–	Sell	-247	Closed	-$4K	–	1064
2020 Q1	$4K	Sell	247 -493	-67%	-$11.6K	﹤0.01%	1759
2019 Q4	$21K	Sell	740 -267	-27%	-$7.18K	﹤0.01%	1505
2019 Q3	$26K	Hold	1,007	–	–	﹤0.01%	1341
2019 Q2	$26K	Buy	+1,007	New	+$25.5K	﹤0.01%	1373
2019 Q1	–	Sell	-813	Closed	-$18K	–	1803
2018 Q4	$18K	Buy	813 +538	+196%	+$13.8K	﹤0.01%	1125
2018 Q3	$8K	Buy	+275	New	+$8.07K	﹤0.01%	1042
2017 Q4	–	Sell	-285	Closed	-$8K	–	664
2017 Q3	$8K	Buy	285 +185	+185%	+$4.87K	﹤0.01%	1286
2017 Q2	$3K	Buy	+100	New	+$2.57K	﹤0.01%	1664

Other funds holding FTXO

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

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

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

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

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

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

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

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Next Financial Group increased its First Trust Nasdaq Bank ETF (FTXO) stake by 2,977% in Q4 2021, buying an estimated $31.2K and bringing the position to 954 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Next Financial Group first reported a position in FTXO in Q2 2017 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold FTXO as of Q4 2021.

Next Financial Group held 954 shares of First Trust Nasdaq Bank ETF worth $31K as of Q4 2021.
Next Financial Group bought 923 First Trust Nasdaq Bank ETF shares in Q4 2021, an estimated $31.2K.
First Trust Nasdaq Bank ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1701 holding.
Next Financial Group first reported a position in First Trust Nasdaq Bank ETF in Q2 2017 and has held it in 13 quarters since.
94 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q4 2021.

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