Next Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$18K	Hold	300	–	–	﹤0.01%	1938
2021 Q3	$17K	Hold	300	–	–	﹤0.01%	1859
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	1813
2021 Q1	$15K	Sell	300 -270	-47%	-$14K	﹤0.01%	1747
2020 Q4	$29K	Hold	570	–	–	﹤0.01%	1400
2020 Q3	$25K	Buy	+570	New	+$24.3K	﹤0.01%	1338
2020 Q2	–	Sell	-270	Closed	-$8K	–	1484
2020 Q1	$8K	Hold	270	–	–	﹤0.01%	1598
2019 Q4	$9K	Hold	270	–	–	﹤0.01%	1817
2019 Q3	$8K	Hold	270	–	–	﹤0.01%	1777
2019 Q2	$8K	Buy	+270	New	+$8.35K	﹤0.01%	1757
2019 Q1	–	Sell	-350	Closed	-$9K	–	1978
2018 Q4	$9K	Buy	+350	New	+$9.91K	﹤0.01%	1381
2017 Q3	–	Sell	-380	Closed	-$9K	–	1907
2017 Q2	$9K	Buy	+380	New	+$9.13K	﹤0.01%	1356

Other funds holding ONEQ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

Next Financial Group held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q4 2021 at 300 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Next Financial Group first reported a position in ONEQ in Q2 2017 and has held it in 12 quarters since. The position peaked at $29K in Q4 2020. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2021.

Next Financial Group held 300 shares of Fidelity Nasdaq Composite Index ETF worth $18K as of Q4 2021.
Next Financial Group left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q4 2021.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1938 holding.
Next Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2017 and has held it in 12 quarters since.
Next Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $29K in Q4 2020.
214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2021.

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