NEXT Financial Holdings’s iShares Core High Dividend ETF HDV Stock Holding History

NEXT Financial Holdings’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$348K	Buy	+18,660	New	+$335K	0.09%	217

Other funds holding HDV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NEXT Financial Holdings's HDV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2019: 18,660 shares worth $348K. The stake represents 0.09% of the portfolio and ranks #217 among its holdings.

458 funds tracked by Wall St. Rank hold HDV as of Q1 2019.

NEXT Financial Holdings held 18,660 shares of iShares Core High Dividend ETF worth $348K as of Q1 2019.
iShares Core High Dividend ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core High Dividend ETF made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #217 holding.
458 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.