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

Legacy Financial Strategies’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
2018 Q3	–	Sell	-25,503	Closed	-$904K	–	81
2018 Q2	$904K	Buy	25,503 +2,690	+12%	+$97.2K	0.81%	13
2018 Q1	$816K	Buy	22,813 +6,361	+39%	+$232K	0.8%	18
2017 Q4	$579K	Buy	+16,452	New	+$565K	0.62%	28

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Financial Strategies's TDIV Position: Q3 2018 in Review

Legacy Financial Strategies sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2018, closing a stake of 25,503 shares — an estimated $904K sold.

Legacy Financial Strategies first reported a position in TDIV in Q4 2017 and held it in 3 quarters. The position peaked at $904K in Q2 2018. 110 funds tracked by Wall St. Rank hold TDIV as of Q3 2018.

Legacy Financial Strategies reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2018 after selling out during the quarter.
Legacy Financial Strategies sold 25,503 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2018, an estimated $904K.
Legacy Financial Strategies first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2017 and held it in 3 quarters.
Legacy Financial Strategies's First Trust NASDAQ Technology Dividend Index Fund position peaked at $904K in Q2 2018.
110 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.