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

EverSource Wealth 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
2022 Q4	–	Sell	-250	Closed	-$11K	–	2420
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	1112
2022 Q2	$13K	Hold	250	–	–	﹤0.01%	969
2022 Q1	$15K	Hold	250	–	–	﹤0.01%	823
2021 Q4	$16K	Buy	+250	New	+$14.9K	﹤0.01%	783

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's TDIV Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2022, closing a stake of 250 shares — an estimated $11K sold.

EverSource Wealth Advisors first reported a position in TDIV in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 234 funds tracked by Wall St. Rank hold TDIV as of Q4 2022.

EverSource Wealth Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 250 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2022, an estimated $11K.
EverSource Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and held it in 4 quarters.
EverSource Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $16K in Q4 2021.
234 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.