Investors Asset Management of Georgia’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Investors Asset Management of Georgia’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	-1,600	Closed	-$70K	–	471
2022 Q3	$70K	Hold	1,600	–	–	0.04%	258
2022 Q2	$80K	Buy	+1,600	New	+$86.9K	0.04%	219

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 $445B AUM 25.58% 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

Investors Asset Management of Georgia's TDIV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2022, closing a stake of 1,600 shares — an estimated $70K sold.

Investors Asset Management of Georgia first reported a position in TDIV in Q2 2022 and held it in 2 quarters. The position peaked at $80K in Q2 2022. 234 funds tracked by Wall St. Rank hold TDIV as of Q4 2022.

Investors Asset Management of Georgia reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,600 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2022, an estimated $70K.
Investors Asset Management of Georgia first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's First Trust NASDAQ Technology Dividend Index Fund position peaked at $80K in Q2 2022.
234 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.