Smart Money Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Smart Money Group’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 Q4	–	Sell	-45,198	Closed	-$1.98M	–	84
2020 Q3	$1.98M	Buy	45,198 +21,872	+94%	+$959K	0.85%	43
2020 Q2	$973K	Sell	23,326 -16,003	-41%	-$629K	0.58%	43
2020 Q1	$1.39M	Sell	39,329 -20,447	-34%	-$842K	0.98%	34
2019 Q4	$2.58M	Sell	59,776 -1,347	-2%	-$55.7K	1.51%	17
2019 Q3	$2.45M	Sell	61,123 -22,099	-27%	-$874K	1.97%	11
2019 Q2	$3.25M	Buy	83,222 +1,051	+1%	+$40.6K	2.68%	10
2019 Q1	$3.15M	Buy	+82,171	New	+$2.98M	2.75%	10

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

Smart Money Group's TDIV Position: Q4 2020 in Review

Smart Money Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2020, closing a stake of 45,198 shares — an estimated $1.98M sold.

Smart Money Group first reported a position in TDIV in Q1 2019 and held it in 7 quarters. The position peaked at $3.25M in Q2 2019. 181 funds tracked by Wall St. Rank hold TDIV as of Q4 2020.

Smart Money Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 45,198 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2020, an estimated $1.98M.
Smart Money Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2019 and held it in 7 quarters.
Smart Money Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $3.25M in Q2 2019.
181 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.