Cyrus J. Lawrence’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	–	Sell	-1,000	Closed	-$78K	–	156
2024 Q4	$78K	Hold	1,000	–	–	0.02%	97
2024 Q3	$80K	Hold	1,000	–	–	0.02%	91
2024 Q2	$75K	Hold	1,000	–	–	0.02%	92
2024 Q1	$69K	Buy	+1,000	New	+$66.9K	0.02%	99
2023 Q3	$56K	Hold	1,000	–	–	0.02%	96
2023 Q2	$58K	Hold	1,000	–	–	0.01%	99
2023 Q1	$54K	Hold	1,000	–	–	0.02%	101
2022 Q4	$48K	Hold	1,000	–	–	0.01%	116
2022 Q3	$43K	Hold	1,000	–	–	0.01%	116
2022 Q2	$50K	Hold	1,000	–	–	0.01%	147
2022 Q1	$59K	Buy	+1,000	New	+$59.3K	0.01%	141

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cyrus J. Lawrence's TDIV Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2025, closing a stake of 1,000 shares — an estimated $78K sold.

Cyrus J. Lawrence first reported a position in TDIV in Q1 2022 and held it in 11 quarters. The position peaked at $80K in Q3 2024. 357 funds tracked by Wall St. Rank hold TDIV as of Q1 2025.

Cyrus J. Lawrence reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 1,000 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2025, an estimated $78K.
Cyrus J. Lawrence first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's First Trust NASDAQ Technology Dividend Index Fund position peaked at $80K in Q3 2024.
357 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.