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

Western 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
2024 Q1	–	Sell	-23,203	Closed	-$1.99M	–	663
2023 Q4	$1.99M	Buy	+23,203	New	+$322K	0.14%	152
2023 Q1	–	Sell	-24,119	Closed	-$1.89M	–	648
2022 Q4	$1.89M	Sell	24,119 -411	-2%	-$6.48K	0.19%	123
2022 Q3	$1.91M	Buy	+24,530	New	+$390K	0.11%	190
2022 Q2	–	Sell	-23,748	Closed	-$2.05M	–	805
2022 Q1	$2.05M	Buy	+23,748	New	+$485K	0.1%	200

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

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

Western Wealth Management's EKG Position: Q1 2024 in Review

Western Wealth Management sold out of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) in Q1 2024, closing a stake of 23,203 shares — an estimated $1.99M sold.

Western Wealth Management first reported a position in EKG in Q1 2022 and held it in 4 quarters. The position peaked at $2.05M in Q1 2022. 3 funds tracked by Wall St. Rank hold EKG as of Q1 2024.

Western Wealth Management reported no remaining First Trust Nasdaq Lux Digital Health Solutions ETF position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 23,203 First Trust Nasdaq Lux Digital Health Solutions ETF shares in Q1 2024, an estimated $1.99M.
Western Wealth Management first reported a position in First Trust Nasdaq Lux Digital Health Solutions ETF in Q1 2022 and held it in 4 quarters.
Western Wealth Management's First Trust Nasdaq Lux Digital Health Solutions ETF position peaked at $2.05M in Q1 2022.
3 funds tracked by Wall St. Rank held First Trust Nasdaq Lux Digital Health Solutions ETF as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.