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

Pettinga Financial Advisors’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
2020
Q1 		– Sell
-11,730
Closed -$506K – 92
2019
Q4 		$506K Buy
+11,730
New +$485K 0.27% 52

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Pettinga Financial Advisors's TDIV Position: Q1 2020 in Review

Pettinga Financial Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2020, closing a stake of 11,730 shares — an estimated $506K sold.

Pettinga Financial Advisors first reported a position in TDIV in Q4 2019 and held it in 1 quarter. The position peaked at $506K in Q4 2019. 142 funds tracked by Wall St. Rank hold TDIV as of Q1 2020.

  • Pettinga Financial Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • Pettinga Financial Advisors sold 11,730 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2020, an estimated $506K.
  • Pettinga Financial Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and held it in 1 quarter.
  • Pettinga Financial Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $506K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2020.

Based on Pettinga Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.