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

Altus Wealth Group’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
-100
Closed -$5K – 703
2020
Q4 		$5K Buy
+100
New +$4.64K ﹤0.01% 663

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

Altus Wealth Group's TDIV Position: Q1 2021 in Review

Altus Wealth Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in TDIV in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 183 funds tracked by Wall St. Rank hold TDIV as of Q1 2021.

  • Altus Wealth Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 100 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2021, an estimated $5K.
  • Altus Wealth Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2021.

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