Ironwood Financial’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-125	Closed	-$7K	–	491
2021 Q3	$7K	Hold	125	–	–	﹤0.01%	408
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	407
2021 Q1	$7K	Hold	125	–	–	﹤0.01%	389
2020 Q4	$6K	Hold	125	–	–	﹤0.01%	371
2020 Q3	$5K	Buy	+125	New	+$5.48K	﹤0.01%	334

Other funds holding TDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

FAM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ironwood Financial's TDIV Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2021, closing a stake of 125 shares — an estimated $7K sold.

Ironwood Financial first reported a position in TDIV in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 217 funds tracked by Wall St. Rank hold TDIV as of Q4 2021.

Ironwood Financial reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 125 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2020 and held it in 5 quarters.
Ironwood Financial's First Trust NASDAQ Technology Dividend Index Fund position peaked at $7K in Q3 2021.
217 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.