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Buckingham Strategic Wealth’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Buckingham Strategic 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
2024
Q2 		– Sell
-3,255
Closed -$227K – 843
2024
Q1 		$227K Buy
+3,255
New +$218K ﹤0.01% 673

Other funds holding TDIV

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's TDIV Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2024, closing a stake of 3,255 shares — an estimated $227K sold.

Buckingham Strategic Wealth first reported a position in TDIV in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 306 funds tracked by Wall St. Rank hold TDIV as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,255 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2024, an estimated $227K.
  • Buckingham Strategic Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and held it in 1 quarter.
  • Buckingham Strategic Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $227K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.