BDO Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

BDO 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
2023 Q2	$189K	Hold	3,227	–	–	0.02%	265
2023 Q1	$175K	Hold	3,227	–	–	0.02%	264
2022 Q4	$154K	Sell	3,227 -1,000	-24%	-$47.7K	0.02%	284
2022 Q3	$185K	Hold	4,227	–	–	0.02%	258
2022 Q2	$212K	Hold	4,227	–	–	0.03%	245
2022 Q1	$249K	Hold	4,227	–	–	0.03%	241
2021 Q4	$266K	Hold	4,227	–	–	0.03%	246
2021 Q3	$239K	Hold	4,227	–	–	0.03%	254
2021 Q2	$242K	Hold	4,227	–	–	0.03%	263
2021 Q1	$228K	Hold	4,227	–	–	0.03%	267
2020 Q4	$209K	Hold	4,227	–	–	0.03%	230
2020 Q3	$185K	Hold	4,227	–	–	0.03%	225
2020 Q2	$176K	Hold	4,227	–	–	0.03%	228
2020 Q1	$150K	Hold	4,227	–	–	0.03%	229
2019 Q4	$182K	Sell	4,227 -367	-8%	-$15.2K	0.05%	199
2019 Q3	$184K	Hold	4,594	–	–	0.05%	203
2019 Q2	$179K	Hold	4,594	–	–	0.05%	204
2019 Q1	$176K	Hold	4,594	–	–	0.05%	181
2018 Q4	$152K	Hold	4,594	–	–	0.05%	169
2018 Q3	$177K	Hold	4,594	–	–	0.06%	168
2018 Q2	$163K	Hold	4,594	–	–	0.06%	169
2018 Q1	$164K	Hold	4,594	–	–	0.06%	140
2017 Q4	$162K	Buy	+4,594	New	+$158K	0.07%	122

Other funds holding TDIV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAM

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

BDO Wealth Advisors's TDIV Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2023 at 3,227 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #265.

BDO Wealth Advisors first reported a position in TDIV in Q4 2017 and has held it in 23 quarters since. The position peaked at $266K in Q4 2021. 246 funds tracked by Wall St. Rank hold TDIV as of Q2 2023.

BDO Wealth Advisors held 3,227 shares of First Trust NASDAQ Technology Dividend Index Fund worth $189K as of Q2 2023.
BDO Wealth Advisors left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2023.
First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #265 holding.
BDO Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $266K in Q4 2021.
246 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.