J. Arnold Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

J. Arnold Wealth Management’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 Q2	–	Sell	-1,614	Closed	-$87.3K	–	45
2023 Q1	$87.3K	Sell	1,614 -195	-11%	-$10K	0.04%	33
2022 Q4	$86.4K	Buy	1,809 +260	+17%	+$12.4K	0.04%	51
2022 Q3	$68K	Buy	1,549 +1,387	+856%	+$70.6K	0.04%	35
2022 Q2	$8K	Buy	162 +1	+0.6%	+$54	0.01%	37
2022 Q1	$9K	Sell	161 -378	-70%	-$22.4K	﹤0.01%	39
2021 Q4	$34K	Buy	539 +3	+0.6%	+$179	0.02%	40
2021 Q3	$30K	Sell	536 -5,324	-91%	-$309K	0.01%	50
2021 Q2	$336K	Sell	5,860 -902	-13%	-$50.7K	0.16%	33
2021 Q1	$364K	Sell	6,762 -1,849	-21%	-$96K	0.2%	33
2020 Q4	$426K	Buy	8,611 +7,556	+716%	+$351K	0.25%	30
2020 Q3	$46K	Buy	+1,055	New	+$46.2K	0.03%	41
2020 Q1	–	Sell	-3,310	Closed	-$143K	–	76
2019 Q4	$143K	Buy	+3,310	New	+$137K	0.18%	56

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

J. Arnold Wealth Management's TDIV Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2023, closing a stake of 1,614 shares — an estimated $87.3K sold.

J. Arnold Wealth Management first reported a position in TDIV in Q4 2019 and held it in 12 quarters. The position peaked at $426K in Q4 2020. 246 funds tracked by Wall St. Rank hold TDIV as of Q2 2023.

J. Arnold Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,614 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2023, an estimated $87.3K.
J. Arnold Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and held it in 12 quarters.
J. Arnold Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $426K in Q4 2020.
246 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.