PCA Investment Advisory Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

PCA Investment Advisory Services’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
2025 Q1	–	Sell	-8,007	Closed	-$628K	–	129
2024 Q4	$628K	Buy	8,007 +11	+0.1%	+$881	0.29%	52
2024 Q3	$642K	Sell	7,996 -43	-0.5%	-$3.29K	0.3%	51
2024 Q2	$608K	Sell	8,039 -200	-2%	-$14.2K	0.32%	47
2024 Q1	$574K	Buy	8,239 +8	+0.1%	+$535	0.32%	49
2023 Q4	$528K	Buy	8,231 +21	+0.3%	+$1.24K	0.35%	48
2023 Q3	$460K	Buy	8,210 +112	+1%	+$6.53K	0.33%	49
2023 Q2	$475K	Sell	8,098 -187	-2%	-$10.2K	0.28%	50
2023 Q1	$448K	Buy	+8,285	New	+$425K	0.32%	50

Other funds holding TDIV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCA Investment Advisory Services's TDIV Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2025, closing a stake of 8,007 shares — an estimated $628K sold.

PCA Investment Advisory Services first reported a position in TDIV in Q1 2023 and held it in 8 quarters. The position peaked at $642K in Q3 2024. 357 funds tracked by Wall St. Rank hold TDIV as of Q1 2025.

PCA Investment Advisory Services reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 8,007 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2025, an estimated $628K.
PCA Investment Advisory Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's First Trust NASDAQ Technology Dividend Index Fund position peaked at $642K in Q3 2024.
357 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.