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Brandywine Oak Private Wealth’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-2,603
Closed -$86K – 575
2018
Q4 		$86K Buy
+2,603
New +$92.1K 0.02% 303

Other funds holding TDIV

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Brandywine Oak Private Wealth's TDIV Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2019, closing a stake of 2,603 shares — an estimated $86K sold.

Brandywine Oak Private Wealth first reported a position in TDIV in Q4 2018 and held it in 1 quarter. The position peaked at $86K in Q4 2018. 133 funds tracked by Wall St. Rank hold TDIV as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,603 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2019, an estimated $86K.
  • Brandywine Oak Private Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $86K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.