Gradient Investments’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Gradient Investments’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
2023 Q4	–	Sell	-313	Closed	-$17.6K	–	1913
2023 Q3	$17.6K	Hold	313	–	–	﹤0.01%	698
2023 Q2	$18.4K	Hold	313	–	–	﹤0.01%	706
2023 Q1	$16.9K	Hold	313	–	–	﹤0.01%	710
2022 Q4	$15K	Hold	313	–	–	﹤0.01%	738
2022 Q3	$14K	Hold	313	–	–	﹤0.01%	741
2022 Q2	$16K	Hold	313	–	–	﹤0.01%	692
2022 Q1	$18K	Hold	313	–	–	﹤0.01%	668
2021 Q4	$20K	Hold	313	–	–	﹤0.01%	662
2021 Q3	$18K	Hold	313	–	–	﹤0.01%	666
2021 Q2	$18K	Hold	313	–	–	﹤0.01%	655
2021 Q1	$17K	Hold	313	–	–	﹤0.01%	651
2020 Q4	$14K	Hold	313	–	–	﹤0.01%	641
2020 Q3	$14K	Hold	313	–	–	﹤0.01%	645
2020 Q2	$13K	Buy	+313	New	+$12.3K	﹤0.01%	607
2017 Q3	–	Sell	-75	Closed	-$2K	–	657
2017 Q2	$2K	Buy	+75	New	+$2.39K	﹤0.01%	698
2015 Q4	–	Sell	-2,186	Closed	-$53K	–	741
2015 Q3	$53K	Hold	2,186	–	–	0.01%	232
2015 Q2	$58K	Hold	2,186	–	–	0.01%	227
2015 Q1	$59K	Hold	2,186	–	–	0.01%	228
2014 Q4	$61K	Hold	2,186	–	–	0.01%	216
2014 Q3	$59K	Hold	2,186	–	–	0.01%	198
2014 Q2	$58K	Buy	+2,186	New	+$56.1K	0.01%	210

Other funds holding TDIV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Gradient Investments's TDIV Position: Q4 2023 in Review

Gradient Investments sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2023, closing a stake of 313 shares — an estimated $17.6K sold.

Gradient Investments first reported a position in TDIV in Q2 2014 and held it in 21 quarters. The position peaked at $61K in Q4 2014. 265 funds tracked by Wall St. Rank hold TDIV as of Q4 2023.

Gradient Investments reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 313 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2023, an estimated $17.6K.
Gradient Investments first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2014 and held it in 21 quarters.
Gradient Investments's First Trust NASDAQ Technology Dividend Index Fund position peaked at $61K in Q4 2014.
265 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.