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	$58	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 $376B 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 $501B 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 Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers

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