SAM
TDIV icon

SignalPoint Asset Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

SignalPoint Asset 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
Q4 		– Sell
-10,822
Closed -$869K – 276
2024
Q3 		$869K Sell
10,822
-6,478
-37% -$496K 0.2% 99
2024
Q2 		$1.31M Sell
17,300
-5,748
-25% -$409K 0.35% 65
2024
Q1 		$1.61M Sell
23,048
-10,902
-32% -$729K 0.44% 46
2023
Q4 		$2.17M Sell
33,950
-1,411
-4% -$83.5K 0.64% 33
2023
Q3 		$1.98M Sell
35,361
-2,224
-6% -$130K 0.63% 37
2023
Q2 		$2.2M Sell
37,585
-3,889
-9% -$212K 0.68% 35
2023
Q1 		$2.24M Buy
41,474
+4,058
+11% +$208K 0.71% 35
2022
Q4 		$1.79M Buy
37,416
+6,214
+20% +$296K 0.62% 41
2022
Q3 		$1.36M Buy
31,202
+3,445
+12% +$175K 0.52% 48
2022
Q2 		$1.39M Buy
27,757
+1,442
+5% +$78.3K 0.51% 52
2022
Q1 		$1.55M Buy
+26,315
New +$1.56M 0.49% 52

Other funds holding TDIV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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