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Clear Point Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-362
Closed -$29.1K – 484
2024
Q3 		$29.1K Buy
362
+1
+0.3% +$77 0.02% 252
2024
Q2 		$27.3K Buy
361
+2
+0.6% +$142 0.02% 244
2024
Q1 		$25K Buy
359
+3
+0.8% +$201 0.02% 262
2023
Q4 		$22.8K Buy
+356
New +$21.1K 0.02% 256

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

Clear Point Advisors's TDIV Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2024, closing a stake of 362 shares — an estimated $29.1K sold.

Clear Point Advisors first reported a position in TDIV in Q4 2023 and held it in 4 quarters. The position peaked at $29.1K in Q3 2024. 358 funds tracked by Wall St. Rank hold TDIV as of Q4 2024.

  • Clear Point Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 362 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2024, an estimated $29.1K.
  • Clear Point Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $29.1K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.