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1776 Wealth’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

1776 Wealth’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
2024
Q3 		– Sell
-2,650
Closed -$200K – 148
2024
Q2 		$200K Sell
2,650
-237
-8% -$16.9K 0.09% 141
2024
Q1 		$201K Buy
+2,887
New +$193K 0.1% 130

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1776 Wealth's TDIV Position: Q3 2024 in Review

1776 Wealth sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2024, closing a stake of 2,650 shares — an estimated $200K sold.

1776 Wealth first reported a position in TDIV in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2024. 326 funds tracked by Wall St. Rank hold TDIV as of Q3 2024.

  • 1776 Wealth reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
  • 1776 Wealth sold 2,650 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2024, an estimated $200K.
  • 1776 Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and held it in 2 quarters.
  • 1776 Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $201K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2024.

Based on 1776 Wealth's 13F filing for Q3 2024, filed 6 Nov 2024.