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

Anfield 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
2021 Q3	–	Sell	-1,681	Closed	-$96K	–	248
2021 Q2	$96K	Buy	+1,681	New	+$94.5K	0.04%	94
2020 Q1	–	Sell	-1,681	Closed	-$73K	–	354
2019 Q4	$73K	Buy	+1,681	New	+$69.5K	0.03%	195

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

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

RJA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FAM

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

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

Anfield Capital Management's TDIV Position: Q3 2021 in Review

Anfield Capital Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2021, closing a stake of 1,681 shares — an estimated $96K sold.

Anfield Capital Management first reported a position in TDIV in Q4 2019 and held it in 2 quarters. The position peaked at $96K in Q2 2021. 191 funds tracked by Wall St. Rank hold TDIV as of Q3 2021.

Anfield Capital Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
Anfield Capital Management sold 1,681 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2021, an estimated $96K.
Anfield Capital Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and held it in 2 quarters.
Anfield Capital Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $96K in Q2 2021.
191 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2021.

Based on Anfield Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.