Creative Financial Designs’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Creative Financial Designs’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	-1,514	Closed	-$105K	–	1714
2024 Q1	$105K	Sell	1,514 -32	-2%	-$2.14K	0.01%	558
2023 Q4	$99.1K	Sell	1,546 -359	-19%	-$21.3K	0.01%	541
2023 Q3	$107K	Sell	1,905 -920	-33%	-$53.7K	0.01%	476
2023 Q2	$166K	Buy	2,825 +145	+5%	+$7.9K	0.02%	377
2023 Q1	$145K	Sell	2,680 -405	-13%	-$20.8K	0.02%	390
2022 Q4	$147K	Hold	3,085	–	–	0.02%	372
2022 Q3	$135K	Hold	3,085	–	–	0.02%	368
2022 Q2	$155K	Buy	+3,085	New	+$168K	0.03%	342

Other funds holding TDIV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Financial Designs's TDIV Position: Q2 2024 in Review

Creative Financial Designs sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2024, closing a stake of 1,514 shares — an estimated $105K sold.

Creative Financial Designs first reported a position in TDIV in Q2 2022 and held it in 8 quarters. The position peaked at $166K in Q2 2023. 306 funds tracked by Wall St. Rank hold TDIV as of Q2 2024.

Creative Financial Designs reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 1,514 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2024, an estimated $105K.
Creative Financial Designs first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2022 and held it in 8 quarters.
Creative Financial Designs's First Trust NASDAQ Technology Dividend Index Fund position peaked at $166K in Q2 2023.
306 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.