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

Acima Private 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
2021
Q1 		– Sell
-680
Closed -$34K – 238
2020
Q4 		$34K Buy
+680
New +$31.6K 0.02% 170

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
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

Acima Private Wealth's TDIV Position: Q1 2021 in Review

Acima Private Wealth sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2021, closing a stake of 680 shares — an estimated $34K sold.

Acima Private Wealth first reported a position in TDIV in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 183 funds tracked by Wall St. Rank hold TDIV as of Q1 2021.

  • Acima Private Wealth reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2021 after selling out during the quarter.
  • Acima Private Wealth sold 680 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2021, an estimated $34K.
  • Acima Private Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and held it in 1 quarter.
  • Acima Private Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $34K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2021.

Based on Acima Private Wealth's 13F filing for Q1 2021, filed 14 May 2021.