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

Advisors 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
2023
Q1 		– Sell
-9,422
Closed -$450K – 459
2022
Q4 		$450K Buy
+9,422
New +$449K 0.01% 323

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisors Capital Management's TDIV Position: Q1 2023 in Review

Advisors Capital Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2023, closing a stake of 9,422 shares — an estimated $450K sold.

Advisors Capital Management first reported a position in TDIV in Q4 2022 and held it in 1 quarter. The position peaked at $450K in Q4 2022. 245 funds tracked by Wall St. Rank hold TDIV as of Q1 2023.

  • Advisors Capital Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
  • Advisors Capital Management sold 9,422 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2023, an estimated $450K.
  • Advisors Capital Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and held it in 1 quarter.
  • Advisors Capital Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $450K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2023.

Based on Advisors Capital Management's 13F filing for Q1 2023, filed 4 May 2023.