Simon Quick Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Simon Quick Advisors’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
2020 Q1	–	Sell	-2,009	Closed	-$87K	–	692
2019 Q4	$87K	Hold	2,009	–	–	0.03%	158
2019 Q3	$81K	Hold	2,009	–	–	0.04%	132
2019 Q2	$78.4K	Hold	2,009	–	–	0.04%	99
2019 Q1	$77K	Buy	+2,009	New	+$72.9K	0.03%	144

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Simon Quick Advisors's TDIV Position: Q1 2020 in Review

Simon Quick Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2020, closing a stake of 2,009 shares — an estimated $87K sold.

Simon Quick Advisors first reported a position in TDIV in Q1 2019 and held it in 4 quarters. The position peaked at $87K in Q4 2019. 142 funds tracked by Wall St. Rank hold TDIV as of Q1 2020.

Simon Quick Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 2,009 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2020, an estimated $87K.
Simon Quick Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2019 and held it in 4 quarters.
Simon Quick Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $87K in Q4 2019.
142 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.