NFG
MOON

Next Financial Group’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Next Financial Group’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.48M Buy
54,729
+13,595
+33% +$425K 0.1% 234
2021
Q3 		$1.31M Buy
41,134
+9,081
+28% +$301K 0.1% 217
2021
Q2 		$1.17M Buy
32,053
+31,853
+15,927% +$1.16M 0.09% 228
2021
Q1 		$8K Buy
+200
New +$8.29K ﹤0.01% 1975

Other funds holding MOON

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Next Financial Group increased its Direxion Moonshot Innovators ETF (MOON) stake by 33% in Q4 2021, buying an estimated $425K and bringing the position to 54,729 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #234.

Next Financial Group first reported a position in MOON in Q1 2021 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold MOON as of Q4 2021.

  • Next Financial Group held 54,729 shares of Direxion Moonshot Innovators ETF worth $1.48M as of Q4 2021.
  • Next Financial Group bought 13,595 Direxion Moonshot Innovators ETF shares in Q4 2021, an estimated $425K.
  • Direxion Moonshot Innovators ETF made up 0.1% of Next Financial Group's portfolio in Q4 2021, its #234 holding.
  • Next Financial Group first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q4 2021.

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