Next Financial Group’s John Hancock Multifactor Technology ETF JHMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$37K	Sell	355 -41	-10%	-$4.07K	﹤0.01%	1621
2021 Q3	$36K	Sell	396 -9	-2%	-$831	﹤0.01%	1562
2021 Q2	$36K	Sell	405 -59	-13%	-$5.03K	﹤0.01%	1527
2021 Q1	$38K	Sell	464 -7	-1%	-$572	﹤0.01%	1392
2020 Q4	$37K	Buy	471 +282	+149%	+$20.4K	﹤0.01%	1308
2020 Q3	$12K	Buy	+189	New	+$12.1K	﹤0.01%	1589
2020 Q2	–	Sell	-233	Closed	-$11K	–	2160
2020 Q1	$11K	Sell	233 -3	-1%	-$161	﹤0.01%	1515
2019 Q4	$13K	Sell	236 -241	-51%	-$12.7K	﹤0.01%	1694
2019 Q3	$24K	Sell	477 -9	-2%	-$450	﹤0.01%	1381
2019 Q2	$24K	Buy	486 +112	+30%	+$5.44K	﹤0.01%	1405
2019 Q1	$18K	Sell	374 -5,577	-94%	-$249K	﹤0.01%	992
2018 Q4	$234K	Buy	5,951 +5,602	+1,605%	+$239K	0.05%	358
2018 Q3	$17K	Buy	+349	New	+$16.4K	0.01%	846
2017 Q3	–	Sell	-767	Closed	-$27K	–	2053
2017 Q2	$27K	Buy	+767	New	+$27.3K	0.01%	976

Other funds holding JHMT

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WCM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

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

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

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

Next Financial Group reduced its John Hancock Multifactor Technology ETF (JHMT) stake by 10% in Q4 2021, selling an estimated $4.07K and leaving 355 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Next Financial Group first reported a position in JHMT in Q2 2017 and has held it in 14 quarters since. The position peaked at $234K in Q4 2018. 29 funds tracked by Wall St. Rank hold JHMT as of Q4 2021.

Next Financial Group held 355 shares of John Hancock Multifactor Technology ETF worth $37K as of Q4 2021.
Next Financial Group sold 41 John Hancock Multifactor Technology ETF shares in Q4 2021, an estimated $4.07K.
John Hancock Multifactor Technology ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1621 holding.
Next Financial Group first reported a position in John Hancock Multifactor Technology ETF in Q2 2017 and has held it in 14 quarters since.
Next Financial Group's John Hancock Multifactor Technology ETF position peaked at $234K in Q4 2018.
29 funds tracked by Wall St. Rank held John Hancock Multifactor Technology ETF as of Q4 2021.

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