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

Lee 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
2024
Q1 		– Sell
-1,344
Closed -$86.1K – 742
2023
Q4 		$86.1K Hold
1,344
– – 0.02% 189
2023
Q3 		$75.4K Hold
1,344
– – 0.01% 179
2023
Q2 		$78.8K Hold
1,344
– – 0.01% 185
2023
Q1 		$72.7K Hold
1,344
– – 0.01% 208
2022
Q4 		$64.2K Hold
1,344
– – 0.01% 232
2022
Q3 		$59K Hold
1,344
– – 0.01% 239
2022
Q2 		$67K Hold
1,344
– – 0.01% 221
2022
Q1 		$79K Buy
+1,344
New +$79.8K 0.01% 205

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's TDIV Position: Q1 2024 in Review

Lee Financial sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2024, closing a stake of 1,344 shares — an estimated $86.1K sold.

Lee Financial first reported a position in TDIV in Q1 2022 and held it in 8 quarters. The position peaked at $86.1K in Q4 2023. 281 funds tracked by Wall St. Rank hold TDIV as of Q1 2024.

  • Lee Financial reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,344 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2024, an estimated $86.1K.
  • Lee Financial first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2022 and held it in 8 quarters.
  • Lee Financial's First Trust NASDAQ Technology Dividend Index Fund position peaked at $86.1K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.