JP Morgan Private Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.38M	Buy	24,627 +2,940	+14%	+$171K	﹤0.01%	872
2023 Q2	$1.27M	Sell	21,687 -6,448	-23%	-$351K	0.01%	699
2023 Q1	$1.52M	Buy	28,135 +8,021	+40%	+$411K	﹤0.01%	985
2022 Q4	$961K	Buy	20,114 +3,035	+18%	+$145K	﹤0.01%	1168
2022 Q3	$746K	Sell	17,079 -312	-2%	-$15.9K	﹤0.01%	1280
2022 Q2	$873K	Buy	17,391 +3	+0%	+$163	﹤0.01%	1204
2022 Q1	$1.02M	Buy	17,388 +12	+0.1%	+$712	﹤0.01%	1211
2021 Q4	$1.09M	Buy	17,376 +7,160	+70%	+$428K	﹤0.01%	1201
2021 Q3	$577K	Buy	10,216 +5,223	+105%	+$303K	﹤0.01%	1445
2021 Q2	$286K	Buy	4,993 +1,157	+30%	+$65K	﹤0.01%	1690
2021 Q1	$207K	Buy	+3,836	New	+$199K	﹤0.01%	1678

Other funds holding TDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Private Wealth Advisors's TDIV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 14% in Q3 2023, buying an estimated $171K and bringing the position to 24,627 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #872.

JP Morgan Private Wealth Advisors first reported a position in TDIV in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2023. 252 funds tracked by Wall St. Rank hold TDIV as of Q3 2023.

JP Morgan Private Wealth Advisors held 24,627 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.38M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,940 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2023, an estimated $171K.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #872 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.52M in Q1 2023.
252 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.