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Bartlett & Co Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Bartlett & Co Wealth 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
Q4 		– Sell
-347
Closed -$19.6K – 835
2021
Q3 		$19.6K Buy
+347
New +$20.1K ﹤0.01% 637

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
UBS Group
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Bartlett & Co Wealth Management's TDIV Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2021, closing a stake of 347 shares — an estimated $19.6K sold.

Bartlett & Co Wealth Management first reported a position in TDIV in Q3 2021 and held it in 1 quarter. The position peaked at $19.6K in Q3 2021. 217 funds tracked by Wall St. Rank hold TDIV as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 347 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2021, an estimated $19.6K.
  • Bartlett & Co Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $19.6K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.