NEXT Financial Holdings’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

NEXT Financial Holdings’s Portfolio FV Stock Details FV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$51K	Buy	+1,692	New	+$48.5K	0.01%	725

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NEXT Financial Holdings's FV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2019: 1,692 shares worth $51K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings.

179 funds tracked by Wall St. Rank hold FV as of Q1 2019.

NEXT Financial Holdings held 1,692 shares of First Trust Dorsey Wright Focus 5 ETF worth $51K as of Q1 2019.
First Trust Dorsey Wright Focus 5 ETF was a new NEXT Financial Holdings position in Q1 2019.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #725 holding.
179 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.