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

Pacific Financial Group’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
2021 Q4	–	Sell	-3,766	Closed	-$213K	–	69
2021 Q3	$213K	Sell	3,766 -134	-3%	-$7.76K	0.15%	65
2021 Q2	$224K	Sell	3,900 -314	-7%	-$17.6K	0.15%	66
2021 Q1	$228K	Buy	+4,214	New	+$219K	0.18%	57
2020 Q4	–	Sell	-4,520	Closed	-$198K	–	119
2020 Q3	$198K	Buy	+4,520	New	+$198K	0.16%	59

Other funds holding TDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

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

RJA

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Financial Group's TDIV Position: Q4 2021 in Review

Pacific Financial Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2021, closing a stake of 3,766 shares — an estimated $213K sold.

Pacific Financial Group first reported a position in TDIV in Q3 2020 and held it in 4 quarters. The position peaked at $228K in Q1 2021. 217 funds tracked by Wall St. Rank hold TDIV as of Q4 2021.

Pacific Financial Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
Pacific Financial Group sold 3,766 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2021, an estimated $213K.
Pacific Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2020 and held it in 4 quarters.
Pacific Financial Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $228K in Q1 2021.
217 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2021.

Based on Pacific Financial Group's 13F filing for Q4 2021, filed 18 Jan 2022.