Peterson Wealth Management’s First Trust Nasdaq Lux Digital Health Solutions ETF EKG Stock Holding History

Peterson Wealth Management’s Portfolio EKG Stock Details EKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,709	Closed	-$594K	–	56
2022 Q3	$594K	Buy	+4,709	New	+$74.9K	0.55%	41
2022 Q2	–	Sell	-7,271	Closed	-$1.37M	–	49
2022 Q1	$1.37M	Buy	+7,271	New	+$149K	0.92%	33

Other funds holding EKG

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

KFA

Kapstone Financial Advisors Lebanon, Ohio $204M AUM 22.12% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Peterson Wealth Management's EKG Position: Q4 2022 in Review

Peterson Wealth Management sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q4 2022, closing a stake of 4,709 shares — an estimated $594K sold.

Peterson Wealth Management first reported a position in EKG in Q1 2022 and held it in 2 quarters. The position peaked at $1.37M in Q1 2022. 7 funds tracked by Wall St. Rank hold EKG as of Q4 2022.

Peterson Wealth Management reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q4 2022 after selling out during the quarter.
Peterson Wealth Management sold 4,709 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q4 2022, an estimated $594K.
Peterson Wealth Management first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q1 2022 and held it in 2 quarters.
Peterson Wealth Management's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $1.37M in Q1 2022.
7 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q4 2022.

Based on Peterson Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.