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

Selective Wealth 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
2022 Q4	–	Sell	-400	Closed	-$17K	–	661
2022 Q3	$17K	Hold	400	–	–	0.01%	453
2022 Q2	$20K	Sell	400 -300	-43%	-$16.3K	0.01%	465
2022 Q1	$41K	Sell	700 -1,650	-70%	-$97.9K	0.01%	340
2021 Q4	$148K	Buy	2,350 +300	+15%	+$17.9K	0.06%	153
2021 Q3	$116K	Buy	2,050 +450	+28%	+$26.1K	0.06%	159
2021 Q2	$92K	Buy	+1,600	New	+$89.9K	0.07%	130

Other funds holding TDIV

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's TDIV Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2022, closing a stake of 400 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in TDIV in Q2 2021 and held it in 6 quarters. The position peaked at $148K in Q4 2021. 234 funds tracked by Wall St. Rank hold TDIV as of Q4 2022.

Selective Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 400 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2022, an estimated $17K.
Selective Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $148K in Q4 2021.
234 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.