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Simplicity Solutions’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Simplicity Solutions’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
2023
Q4 		$404K Buy
6,311
+2,428
+63% +$144K 0.01% 740
2023
Q3 		$218K Buy
+3,883
New +$226K 0.01% 879
2021
Q1 		– Sell
-4,845
Closed -$240K – 920
2020
Q4 		$240K Buy
+4,845
New +$225K ﹤0.01% 856

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Simplicity Solutions's TDIV Position: Q4 2023 in Review

Simplicity Solutions increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 63% in Q4 2023, buying an estimated $144K and bringing the position to 6,311 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #740.

Simplicity Solutions first reported a position in TDIV in Q4 2020 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold TDIV as of Q4 2023.

  • Simplicity Solutions held 6,311 shares of First Trust NASDAQ Technology Dividend Index Fund worth $404K as of Q4 2023.
  • Simplicity Solutions bought 2,428 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2023, an estimated $144K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #740 holding.
  • Simplicity Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.