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Bright Futures Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-19,177
Closed -$1.53M – 222
2024
Q3 		$1.53M Sell
19,177
-818
-4% -$62.7K 0.74% 30
2024
Q2 		$1.45M Sell
19,995
-5,106
-20% -$363K 0.79% 31
2024
Q1 		$1.89M Buy
+25,101
New +$1.68M 1.02% 27

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

Bright Futures Wealth Management's TDIV Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2024, closing a stake of 19,177 shares — an estimated $1.53M sold.

Bright Futures Wealth Management first reported a position in TDIV in Q1 2024 and held it in 3 quarters. The position peaked at $1.89M in Q1 2024. 358 funds tracked by Wall St. Rank hold TDIV as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 19,177 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2024, an estimated $1.53M.
  • Bright Futures Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.89M in Q1 2024.
  • 358 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.