Sonora Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sonora Investment 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
2021 Q3	$27K	Hold	470	–	–	﹤0.01%	553
2021 Q2	$27K	Hold	470	–	–	﹤0.01%	517
2021 Q1	$25K	Hold	470	–	–	﹤0.01%	867
2020 Q4	$23K	Hold	470	–	–	﹤0.01%	864
2020 Q3	$21K	Hold	470	–	–	﹤0.01%	886
2020 Q2	$20K	Hold	470	–	–	﹤0.01%	794
2020 Q1	$17K	Hold	470	–	–	﹤0.01%	831
2019 Q4	$20K	Buy	470 +44	+10%	+$1.82K	﹤0.01%	886
2019 Q3	$17K	Buy	+426	New	+$16.9K	﹤0.01%	940

Other funds holding TDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sonora Investment Management's TDIV Position: Q3 2021 in Review

Sonora Investment Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q3 2021 at 470 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Sonora Investment Management first reported a position in TDIV in Q3 2019 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold TDIV as of Q3 2021.

Sonora Investment Management held 470 shares of First Trust NASDAQ Technology Dividend Index Fund worth $27K as of Q3 2021.
Sonora Investment Management left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q3 2021.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #553 holding.
Sonora Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2019 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.