CoreFirst Bank & Trust’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

CoreFirst Bank & Trust’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
2022 Q3	–	Sell	-200	Closed	-$10K	–	410
2022 Q2	$10K	Buy	+200	New	+$10.9K	0.01%	334

Other funds holding TDIV

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CoreFirst Bank & Trust's TDIV Position: Q3 2022 in Review

CoreFirst Bank & Trust sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2022, closing a stake of 200 shares — an estimated $10K sold.

CoreFirst Bank & Trust first reported a position in TDIV in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 232 funds tracked by Wall St. Rank hold TDIV as of Q3 2022.

CoreFirst Bank & Trust reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 200 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2022, an estimated $10K.
CoreFirst Bank & Trust first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2022 and held it in 1 quarter.
CoreFirst Bank & Trust's First Trust NASDAQ Technology Dividend Index Fund position peaked at $10K in Q2 2022.
232 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2022, filed 16 Nov 2022.