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Next Financial Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Next Financial Group’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$9K Hold
49
– – ﹤0.01% 2238
2021
Q3 		$8K Hold
49
– – ﹤0.01% 2108
2021
Q2 		$8K Hold
49
– – ﹤0.01% 2077
2021
Q1 		$8K Buy
+49
New +$7.55K ﹤0.01% 1964

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Next Financial Group held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q4 2021 at 49 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Next Financial Group first reported a position in TILT in Q1 2021 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold TILT as of Q4 2021.

  • Next Financial Group held 49 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $9K as of Q4 2021.
  • Next Financial Group left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q4 2021.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2238 holding.
  • Next Financial Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2021 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2021.

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