Harel Insurance Investments & Financial Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Harel Insurance Investments & Financial Services’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 Q3	–	Sell	-31,000	Closed	-$5.79M	–	794
2021 Q2	$5.79M	Buy	+31,000	New	+$1.74M	0.13%	77

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TDIV Position: Q3 2021 in Review

Harel Insurance Investments & Financial Services sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2021, closing a stake of 31,000 shares — an estimated $5.79M sold.

Harel Insurance Investments & Financial Services first reported a position in TDIV in Q2 2021 and held it in 1 quarter. The position peaked at $5.79M in Q2 2021. 191 funds tracked by Wall St. Rank hold TDIV as of Q3 2021.

Harel Insurance Investments & Financial Services reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 31,000 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2021, an estimated $5.79M.
Harel Insurance Investments & Financial Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2021 and held it in 1 quarter.
Harel Insurance Investments & Financial Services's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5.79M in Q2 2021.
191 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2021, filed 25 Oct 2021.