Wealthcare Capital Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Wealthcare Capital 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
2018 Q4	–	Sell	-255	Closed	–	–	203
2018 Q3	$0	Hold	255	–	–	﹤0.01%	206
2018 Q2	$9K	Hold	255	–	–	﹤0.01%	153
2018 Q1	$9K	Hold	255	–	–	﹤0.01%	153
2017 Q4	$9K	Buy	+255	New	+$8.76K	﹤0.01%	141

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Wealthcare Capital Management's TDIV Position: Q4 2018 in Review

Wealthcare Capital Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2018, closing a stake of 255 shares.

Wealthcare Capital Management first reported a position in TDIV in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 124 funds tracked by Wall St. Rank hold TDIV as of Q4 2018.

Wealthcare Capital Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2018 after selling out during the quarter.
Wealthcare Capital Management sold 255 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2018.
Wealthcare Capital Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2017 and held it in 4 quarters.
Wealthcare Capital Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $9K in Q2 2018.
124 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2018.

Based on Wealthcare Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.