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Ground Swell Capital’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-300
Closed -$8K – 2757
2014
Q2 		$8K Buy
+300
New +$7.69K 0.02% 853

Other funds holding TDIV

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Ground Swell Capital's TDIV Position: Q3 2014 in Review

Ground Swell Capital sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2014, closing a stake of 300 shares — an estimated $8K sold.

Ground Swell Capital first reported a position in TDIV in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 63 funds tracked by Wall St. Rank hold TDIV as of Q3 2014.

  • Ground Swell Capital reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 300 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2014, an estimated $8K.
  • Ground Swell Capital first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's First Trust NASDAQ Technology Dividend Index Fund position peaked at $8K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.