Sandy Spring Bank’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sandy Spring Bank’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	$7.36K	Hold	100	–	–	﹤0.01%	892
2024 Q4	$7.85K	Hold	100	–	–	﹤0.01%	896
2024 Q3	$8.03K	Hold	100	–	–	﹤0.01%	900
2024 Q2	$7.57K	Hold	100	–	–	﹤0.01%	921
2024 Q1	$6.97K	Hold	100	–	–	﹤0.01%	911
2023 Q4	$6.41K	Sell	100 -2,000	-95%	-$118K	﹤0.01%	886
2023 Q3	$118K	Hold	2,100	–	–	0.01%	414
2023 Q2	$123K	Hold	2,100	–	–	0.01%	419
2023 Q1	$114K	Buy	2,100 +1,700	+425%	+$87.1K	0.01%	417
2022 Q4	$19.1K	Hold	400	–	–	﹤0.01%	705
2022 Q3	$17K	Hold	400	–	–	﹤0.01%	709
2022 Q2	$20K	Hold	400	–	–	﹤0.01%	702
2022 Q1	$24K	Hold	400	–	–	﹤0.01%	679
2021 Q4	$25K	Hold	400	–	–	﹤0.01%	717
2021 Q3	$23K	Buy	400 +100	+33%	+$5.79K	﹤0.01%	735
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	815
2021 Q1	$16K	Hold	300	–	–	﹤0.01%	714
2020 Q4	$15K	Hold	300	–	–	﹤0.01%	694
2020 Q3	$13K	Hold	300	–	–	﹤0.01%	647
2020 Q2	$13K	Hold	300	–	–	﹤0.01%	662
2020 Q1	$11K	Sell	300 -100	-25%	-$4.12K	﹤0.01%	661
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	646
2019 Q3	$16K	Buy	+400	New	+$15.8K	﹤0.01%	659

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

Sandy Spring Bank's TDIV Position: Q1 2025 in Review

Sandy Spring Bank held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q1 2025 at 100 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Sandy Spring Bank first reported a position in TDIV in Q3 2019 and has held it in 23 quarters since. The position peaked at $123K in Q2 2023. 357 funds tracked by Wall St. Rank hold TDIV as of Q1 2025.

Sandy Spring Bank held 100 shares of First Trust NASDAQ Technology Dividend Index Fund worth $7.36K as of Q1 2025.
Sandy Spring Bank left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q1 2025.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #892 holding.
Sandy Spring Bank first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2019 and has held it in 23 quarters since.
Sandy Spring Bank's First Trust NASDAQ Technology Dividend Index Fund position peaked at $123K in Q2 2023.
357 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.