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

Accel Wealth 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
2023 Q2	–	Sell	-234	Closed	-$12.7K	–	781
2023 Q1	$12.7K	Hold	234	–	–	0.01%	828
2022 Q4	$11.2K	Buy	234 +2	+0.9%	+$95	0.01%	683
2022 Q3	$11K	Buy	232 +1	+0.4%	+$51	0.01%	718
2022 Q2	$12K	Buy	231 +2	+0.9%	+$109	0.01%	675
2022 Q1	$13K	Sell	229 -745	-76%	-$44.2K	0.01%	666
2021 Q4	$61K	Buy	974 +335	+52%	+$20K	0.03%	346
2021 Q3	$36K	Sell	639 -324	-34%	-$18.8K	0.02%	384
2021 Q2	$55K	Buy	963 +5	+0.5%	+$281	0.04%	324
2021 Q1	$52K	Buy	958 +2	+0.2%	+$104	0.04%	304
2020 Q4	$47K	Buy	+956	New	+$44.4K	0.04%	306

Other funds holding TDIV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAM

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

Accel Wealth Management's TDIV Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2023, closing a stake of 234 shares — an estimated $12.7K sold.

Accel Wealth Management first reported a position in TDIV in Q4 2020 and held it in 10 quarters. The position peaked at $61K in Q4 2021. 246 funds tracked by Wall St. Rank hold TDIV as of Q2 2023.

Accel Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 234 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2023, an estimated $12.7K.
Accel Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $61K in Q4 2021.
246 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.