1834 Investment Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-32	Closed	-$2K	–	421
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	444
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	422
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	447
2021 Q3	$2K	Sell	32 -370	-92%	-$21.4K	﹤0.01%	462
2021 Q2	$23K	Sell	402 -6,641	-94%	-$373K	﹤0.01%	349
2021 Q1	$380K	Sell	7,043 -290	-4%	-$15.1K	0.05%	146
2020 Q4	$363K	Hold	7,333	–	–	0.05%	153
2020 Q3	$321K	Hold	7,333	–	–	0.05%	144
2020 Q2	$306K	Hold	7,333	–	–	0.05%	148
2020 Q1	$259K	Hold	7,333	–	–	0.05%	155
2019 Q4	$316K	Hold	7,333	–	–	0.05%	151
2019 Q3	$294K	Hold	7,333	–	–	0.04%	159
2019 Q2	$286K	Hold	7,333	–	–	0.04%	160
2019 Q1	$281K	Buy	7,333 +1	+0%	+$36	0.04%	162
2018 Q4	$244K	Sell	7,332 -3,143	-30%	-$111K	0.04%	163
2018 Q3	$402K	Buy	10,475 +120	+1%	+$4.48K	0.06%	139
2018 Q2	$366K	Buy	10,355 +3,068	+42%	+$111K	0.06%	139
2018 Q1	$261K	Buy	7,287 +2,934	+67%	+$107K	0.04%	159
2017 Q4	$153K	Buy	+4,353	New	+$150K	0.02%	200

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

RJA

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

1834 Investment Advisors's TDIV Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2022, closing a stake of 32 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in TDIV in Q4 2017 and held it in 19 quarters. The position peaked at $402K in Q3 2018. 232 funds tracked by Wall St. Rank hold TDIV as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 32 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2022, an estimated $2K.
1834 Investment Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $402K in Q3 2018.
232 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.