Insight Wealth Strategies’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-4,403	Closed	-$218K	–	235
2020 Q4	$218K	Buy	+4,403	New	+$204K	0.04%	209

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

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

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

Insight Wealth Strategies's TDIV Position: Q1 2021 in Review

Insight Wealth Strategies sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2021, closing a stake of 4,403 shares — an estimated $218K sold.

Insight Wealth Strategies first reported a position in TDIV in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 183 funds tracked by Wall St. Rank hold TDIV as of Q1 2021.

Insight Wealth Strategies reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2021 after selling out during the quarter.
Insight Wealth Strategies sold 4,403 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2021, an estimated $218K.
Insight Wealth Strategies first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and held it in 1 quarter.
Insight Wealth Strategies's First Trust NASDAQ Technology Dividend Index Fund position peaked at $218K in Q4 2020.
183 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.