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JNBA Financial Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

JNBA Financial Advisors’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
-291
Closed -$8K – 600
2014
Q2 		$8K Buy
+291
New +$7.46K ﹤0.01% 375

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

JNBA Financial Advisors's TDIV Position: Q3 2014 in Review

JNBA Financial Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2014, closing a stake of 291 shares — an estimated $8K sold.

JNBA Financial Advisors 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.

  • JNBA Financial Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 291 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2014, an estimated $8K.
  • JNBA Financial Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2014 and held it in 1 quarter.
  • JNBA Financial Advisors'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 JNBA Financial Advisors's 13F filing for Q3 2014, filed 22 Oct 2014.