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

DCM 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
2021
Q4 		– Sell
-204
Closed -$12K – 316
2021
Q3 		$12K Buy
204
+1
+0.5% +$58 ﹤0.01% 275
2021
Q2 		$12K Buy
+203
New +$11.4K 0.01% 229

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM Advisors's TDIV Position: Q4 2021 in Review

DCM Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2021, closing a stake of 204 shares — an estimated $12K sold.

DCM Advisors first reported a position in TDIV in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 217 funds tracked by Wall St. Rank hold TDIV as of Q4 2021.

  • DCM Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 204 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2021, an estimated $12K.
  • DCM Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2021 and held it in 2 quarters.
  • DCM Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $12K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.