Next Financial Group’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$209K	Sell	3,987 -49	-1%	-$2.61K	0.01%	877
2021 Q3	$207K	Buy	4,036 +680	+20%	+$34.9K	0.02%	819
2021 Q2	$169K	Hold	3,356	–	–	0.01%	891
2021 Q1	$158K	Buy	+3,356	New	+$150K	0.01%	859
2019 Q1	–	Sell	-19,945	Closed	-$624K	–	2305
2018 Q4	$624K	Buy	19,945 +19,432	+3,788%	+$670K	0.13%	183
2018 Q3	$19K	Buy	+513	New	+$19.3K	0.01%	813
2017 Q3	–	Sell	-384	Closed	-$13K	–	2054
2017 Q2	$13K	Buy	+384	New	+$12.2K	﹤0.01%	1249

Other funds holding JHMF

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Next Financial Group reduced its John Hancock Multifactor Financials ETF (JHMF) stake by 1.2% in Q4 2021, selling an estimated $2.61K and leaving 3,987 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #877.

Next Financial Group first reported a position in JHMF in Q2 2017 and has held it in 7 quarters since. The position peaked at $624K in Q4 2018. 27 funds tracked by Wall St. Rank hold JHMF as of Q4 2021.

Next Financial Group held 3,987 shares of John Hancock Multifactor Financials ETF worth $209K as of Q4 2021.
Next Financial Group sold 49 John Hancock Multifactor Financials ETF shares in Q4 2021, an estimated $2.61K.
John Hancock Multifactor Financials ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #877 holding.
Next Financial Group first reported a position in John Hancock Multifactor Financials ETF in Q2 2017 and has held it in 7 quarters since.
Next Financial Group's John Hancock Multifactor Financials ETF position peaked at $624K in Q4 2018.
27 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q4 2021.

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