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Certified Advisory Corp’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-197
Closed -$8K – 830
2019
Q2 		$8K Buy
+197
New +$7.61K ﹤0.01% 625

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Certified Advisory Corp's TDIV Position: Q3 2019 in Review

Certified Advisory Corp sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2019, closing a stake of 197 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in TDIV in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 130 funds tracked by Wall St. Rank hold TDIV as of Q3 2019.

  • Certified Advisory Corp reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 197 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2019, an estimated $8K.
  • Certified Advisory Corp first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2019 and held it in 1 quarter.
  • Certified Advisory Corp's First Trust NASDAQ Technology Dividend Index Fund position peaked at $8K in Q2 2019.
  • 130 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.