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Concert Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-600
Closed -$18K – 881
2016
Q3 		$18K Buy
+600
New +$17.1K ﹤0.01% 913

Other funds holding TDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's TDIV Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2016, closing a stake of 600 shares — an estimated $18K sold.

Concert Wealth Management first reported a position in TDIV in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 71 funds tracked by Wall St. Rank hold TDIV as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 600 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2016, an estimated $18K.
  • Concert Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $18K in Q3 2016.
  • 71 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.