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Riverpoint Wealth Management Holdings’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Riverpoint Wealth Management Holdings’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
Q3 		– Sell
-16,100
Closed -$923K – 76
2021
Q2 		$923K Buy
16,100
+63
+0.4% +$3.54K 0.26% 39
2021
Q1 		$866K Sell
16,037
-24
-0.1% -$1.25K 0.26% 38
2020
Q4 		$795K Buy
16,061
+46
+0.3% +$2.13K 0.25% 40
2020
Q3 		$701K Sell
16,015
-425
-3% -$18.6K 0.25% 40
2020
Q2 		$686K Buy
+16,440
New +$647K 0.27% 39
2020
Q1 		– Sell
-8,017
Closed -$346K – 74
2019
Q4 		$346K Buy
8,017
+660
+9% +$27.3K 0.14% 59
2019
Q3 		$295K Sell
7,357
-58
-0.8% -$2.29K 0.13% 57
2019
Q2 		$289K Buy
7,415
+429
+6% +$16.6K 0.13% 56
2019
Q1 		$268K Buy
6,986
+151
+2% +$5.48K 0.13% 54
2018
Q4 		$226K Buy
6,835
+20
+0.3% +$708 0.13% 62
2018
Q3 		$261K Sell
6,815
-1
-0% -$37 0.13% 55
2018
Q2 		$242K Sell
6,816
-6,417
-48% -$232K 0.13% 51
2018
Q1 		$473K Hold
13,233
– – 0.29% 25
2017
Q4 		$464K Sell
13,233
-1,533
-10% -$52.7K 0.29% 24
2017
Q3 		$484K Sell
14,766
-32
-0.2% -$1.02K 0.32% 24
2017
Q2 		$463K Buy
14,798
+108
+0.7% +$3.44K 0.33% 23
2017
Q1 		$463K Buy
14,690
+75
+0.5% +$2.33K 0.35% 23
2016
Q4 		$441K Buy
+14,615
New +$425K 0.36% 23

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Riverpoint Wealth Management Holdings's TDIV Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2021, closing a stake of 16,100 shares — an estimated $923K sold.

Riverpoint Wealth Management Holdings first reported a position in TDIV in Q4 2016 and held it in 18 quarters. The position peaked at $923K in Q2 2021. 191 funds tracked by Wall St. Rank hold TDIV as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 16,100 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2021, an estimated $923K.
  • Riverpoint Wealth Management Holdings first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2016 and held it in 18 quarters.
  • Riverpoint Wealth Management Holdings's First Trust NASDAQ Technology Dividend Index Fund position peaked at $923K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.