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

Avestar Capital’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
2024
Q4 		– Sell
-3,300
Closed -$265K – 547
2024
Q3 		$265K Buy
+3,300
New +$253K 0.03% 383

Other funds holding TDIV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avestar Capital's TDIV Position: Q4 2024 in Review

Avestar Capital sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2024, closing a stake of 3,300 shares — an estimated $265K sold.

Avestar Capital first reported a position in TDIV in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 358 funds tracked by Wall St. Rank hold TDIV as of Q4 2024.

  • Avestar Capital reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 3,300 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2024, an estimated $265K.
  • Avestar Capital first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and held it in 1 quarter.
  • Avestar Capital's First Trust NASDAQ Technology Dividend Index Fund position peaked at $265K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.