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Bedel Financial Consulting’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Bedel Financial Consulting’s Portfolio TDIV Stock Details TDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,629
Closed -$62K – 744
2019
Q1 		$62K Hold
1,629
– – 0.04% 246
2018
Q4 		$54K Buy
+1,629
New +$57.6K 0.04% 240

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bedel Financial Consulting's TDIV Position: Q2 2019 in Review

Bedel Financial Consulting sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2019, closing a stake of 1,629 shares — an estimated $62K sold.

Bedel Financial Consulting first reported a position in TDIV in Q4 2018 and held it in 2 quarters. The position peaked at $62K in Q1 2019. 129 funds tracked by Wall St. Rank hold TDIV as of Q2 2019.

  • Bedel Financial Consulting reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2019 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,629 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2019, an estimated $62K.
  • Bedel Financial Consulting first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2018 and held it in 2 quarters.
  • Bedel Financial Consulting's First Trust NASDAQ Technology Dividend Index Fund position peaked at $62K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2019.

Based on Bedel Financial Consulting's 13F filing for Q2 2019, filed 1 Aug 2019.