B. Riley Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-5,750	Closed	-$435K	–	1428
2024 Q2	$435K	Sell	5,750 -3,135	-35%	-$223K	0.01%	876
2024 Q1	$498K	Buy	8,885 +2,734	+44%	+$183K	0.01%	793
2023 Q4	$394K	Sell	6,151 -2,734	-31%	-$162K	0.01%	930
2023 Q3	$498K	Buy	8,885 +4,780	+116%	+$279K	0.01%	793
2023 Q2	$241K	Buy	+4,105	New	+$224K	0.01%	1244
2021 Q2	–	Sell	-88,760	Closed	-$4.79M	–	1463
2021 Q1	$4.79M	Buy	+88,760	New	+$4.61M	0.17%	140
2015 Q1	–	Sell	-73	Closed	-$2	–	1832
2014 Q4	$2	Buy	+73	New	+$1.99K	﹤0.01%	3437
2014 Q3	–	Sell	-103	Closed	-$2.72K	–	1752
2014 Q2	$2.72K	Buy	+103	New	+$2.64K	﹤0.01%	2181

Other funds holding TDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's TDIV Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2024, closing a stake of 5,750 shares — an estimated $435K sold.

B. Riley Wealth Advisors first reported a position in TDIV in Q2 2014 and held it in 8 quarters. The position peaked at $4.79M in Q1 2021. 326 funds tracked by Wall St. Rank hold TDIV as of Q3 2024.

B. Riley Wealth Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,750 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2024, an estimated $435K.
B. Riley Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.79M in Q1 2021.
326 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.