Cresset Asset Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Cresset Asset 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
2019 Q2	–	Sell	-1,004	Closed	-$38K	–	1557
2019 Q1	$38K	Buy	+1,004	New	+$36.4K	﹤0.01%	862

Other funds holding TDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 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

Cresset Asset Management's TDIV Position: Q2 2019 in Review

Cresset Asset Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2019, closing a stake of 1,004 shares — an estimated $38K sold.

Cresset Asset Management first reported a position in TDIV in Q1 2019 and held it in 1 quarter. The position peaked at $38K in Q1 2019. 129 funds tracked by Wall St. Rank hold TDIV as of Q2 2019.

Cresset Asset Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 1,004 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2019, an estimated $38K.
Cresset Asset Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2019 and held it in 1 quarter.
Cresset Asset Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $38K in Q1 2019.
129 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.