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Next Financial Group’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Next Financial Group’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-850
Closed -$21K – 2777
2021
Q2 		$21K Hold
850
– – ﹤0.01% 1721
2021
Q1 		$20K Buy
+850
New +$20K ﹤0.01% 1634

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's HFXI Position: Q3 2021 in Review

Next Financial Group sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q3 2021, closing a stake of 850 shares — an estimated $21K sold.

Next Financial Group first reported a position in HFXI in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 37 funds tracked by Wall St. Rank hold HFXI as of Q3 2021.

  • Next Financial Group reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 850 NYLI FTSE International Equity Currency Neutral ETF shares in Q3 2021, an estimated $21K.
  • Next Financial Group first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2021 and held it in 2 quarters.
  • Next Financial Group's NYLI FTSE International Equity Currency Neutral ETF position peaked at $21K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.