Buck Wealth Strategies’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-81,183	Closed	-$4.55M	–	305
2023 Q3	$4.55M	Buy	81,183 +4,971	+7%	+$290K	1.83%	34
2023 Q2	$4.49M	Buy	76,212 +7,372	+11%	+$402K	1.95%	28
2023 Q1	$3.74M	Buy	+68,840	New	+$3.53M	1.83%	30
2022 Q3	$3.69M	Buy	+65,833	New	+$3.35M	1.73%	37

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

Buck Wealth Strategies's TDIV Position: Q4 2023 in Review

Buck Wealth Strategies sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2023, closing a stake of 81,183 shares — an estimated $4.55M sold.

Buck Wealth Strategies first reported a position in TDIV in Q3 2022 and held it in 4 quarters. The position peaked at $4.55M in Q3 2023. 265 funds tracked by Wall St. Rank hold TDIV as of Q4 2023.

Buck Wealth Strategies reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 81,183 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2023, an estimated $4.55M.
Buck Wealth Strategies first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2022 and held it in 4 quarters.
Buck Wealth Strategies's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.55M in Q3 2023.
265 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.