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Rockbridge Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-53
Closed -$3.4K – 565
2023
Q4 		$3.4K Buy
+53
New +$3.14K ﹤0.01% 507

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockbridge Investment Management's TDIV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2024, closing a stake of 53 shares — an estimated $3.4K sold.

Rockbridge Investment Management first reported a position in TDIV in Q4 2023 and held it in 1 quarter. The position peaked at $3.4K in Q4 2023. 281 funds tracked by Wall St. Rank hold TDIV as of Q1 2024.

  • Rockbridge Investment Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 53 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2024, an estimated $3.4K.
  • Rockbridge Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $3.4K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.