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Mariner Wealth Advisors (Madison)’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$25K Hold
1,100
– – 0.01% 116
2013
Q2 		$24K Buy
+1,100
New +$24K 0.01% 91

Other funds holding TDIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s TDIV Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q3 2013 at 1,100 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #116.

Mariner Wealth Advisors (Madison) first reported a position in TDIV in Q2 2013 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold TDIV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,100 shares of First Trust NASDAQ Technology Dividend Index Fund worth $25K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q3 2013.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #116 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2013 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.