NFG
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Next Financial Group’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Next Financial Group’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-120
Closed -$6K – 1952
2017
Q2 		$6K Hold
120
– – ﹤0.01% 1509
2017
Q1 		$6K Sell
120
-820
-87% -$47.4K ﹤0.01% 1475
2016
Q4 		$56K Buy
940
+820
+683% +$44.2K 0.01% 918
2016
Q3 		$5K Hold
120
– – ﹤0.01% 1940
2016
Q2 		$5K Buy
+120
New +$6.02K ﹤0.01% 1417

Other funds holding TMV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's TMV Position: Q3 2017 in Review

Next Financial Group sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q3 2017, closing a stake of 120 shares — an estimated $6K sold.

Next Financial Group first reported a position in TMV in Q2 2016 and held it in 5 quarters. The position peaked at $56K in Q4 2016. 23 funds tracked by Wall St. Rank hold TMV as of Q3 2017.

  • Next Financial Group reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 120 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q3 2017, an estimated $6K.
  • Next Financial Group first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q2 2016 and held it in 5 quarters.
  • Next Financial Group's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $56K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.