Marshall Wace
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Marshall Wace’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Marshall Wace’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
2022
Q4 		– Sell
-5,200
Closed -$227K – 3413
2022
Q3 		$227K Buy
+5,200
New +$265K ﹤0.01% 3052

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marshall Wace's TDIV Position: Q4 2022 in Review

Marshall Wace sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2022, closing a stake of 5,200 shares — an estimated $227K sold.

Marshall Wace first reported a position in TDIV in Q3 2022 and held it in 1 quarter. The position peaked at $227K in Q3 2022. 234 funds tracked by Wall St. Rank hold TDIV as of Q4 2022.

  • Marshall Wace reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
  • Marshall Wace sold 5,200 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2022, an estimated $227K.
  • Marshall Wace first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2022 and held it in 1 quarter.
  • Marshall Wace's First Trust NASDAQ Technology Dividend Index Fund position peaked at $227K in Q3 2022.
  • 234 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2022.

Based on Marshall Wace's 13F filing for Q4 2022, filed 14 Feb 2023.