NEXT Financial Holdings’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$9K	Buy	+400	New	+$8.1K	﹤0.01%	1147

Other funds holding FVL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in First TrustValue Line 100 Exchange-Traded (FVL) in Q1 2019: 400 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings.

28 funds tracked by Wall St. Rank hold FVL as of Q1 2019.

NEXT Financial Holdings held 400 shares of First TrustValue Line 100 Exchange-Traded worth $9K as of Q1 2019.
First TrustValue Line 100 Exchange-Traded was a new NEXT Financial Holdings position in Q1 2019.
First TrustValue Line 100 Exchange-Traded made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1147 holding.
28 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q1 2019.

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