SageView Advisory Group’s First Trust Nasdaq Lux Digital Health Solutions ETF EKG Stock Holding History

SageView Advisory Group’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
2023 Q1	–	Sell	-8,970	Closed	-$672K	–	466
2022 Q4	$672K	Buy	+8,970	New	+$142K	0.05%	202

Other funds holding EKG

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

AAP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's EKG Position: Q1 2023 in Review

SageView Advisory Group sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q1 2023, closing a stake of 8,970 shares — an estimated $672K sold.

SageView Advisory Group first reported a position in EKG in Q4 2022 and held it in 1 quarter. The position peaked at $672K in Q4 2022. 3 funds tracked by Wall St. Rank hold EKG as of Q1 2023.

SageView Advisory Group reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q1 2023 after selling out during the quarter.
SageView Advisory Group sold 8,970 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q1 2023, an estimated $672K.
SageView Advisory Group first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q4 2022 and held it in 1 quarter.
SageView Advisory Group's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $672K in Q4 2022.
3 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q1 2023.

Based on SageView Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.