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Calton & Associates’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-230
Closed -$8K – 1171
2017
Q4 		$8K Buy
+230
New +$7.9K ﹤0.01% 1137

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Calton & Associates's TDIV Position: Q1 2018 in Review

Calton & Associates sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2018, closing a stake of 230 shares — an estimated $8K sold.

Calton & Associates first reported a position in TDIV in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 107 funds tracked by Wall St. Rank hold TDIV as of Q1 2018.

  • Calton & Associates reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 230 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2018, an estimated $8K.
  • Calton & Associates first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust NASDAQ Technology Dividend Index Fund position peaked at $8K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.