NFG
WFH

Next Financial Group’s Direxion Work From Home ETF WFH Stock Holding History

Next Financial Group’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$8K Hold
110
– – ﹤0.01% 2288
2021
Q3 		$8K Hold
110
– – ﹤0.01% 2111
2021
Q2 		$8K Hold
110
– – ﹤0.01% 2080
2021
Q1 		$8K Buy
+110
New +$7.71K ﹤0.01% 1971

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

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

Next Financial Group held its Direxion Work From Home ETF (WFH) position steady in Q4 2021 at 110 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Next Financial Group first reported a position in WFH in Q1 2021 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold WFH as of Q4 2021.

  • Next Financial Group held 110 shares of Direxion Work From Home ETF worth $8K as of Q4 2021.
  • Next Financial Group left its Direxion Work From Home ETF share count unchanged in Q4 2021.
  • Direxion Work From Home ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2288 holding.
  • Next Financial Group first reported a position in Direxion Work From Home ETF in Q1 2021 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q4 2021.

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