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Sunflower Bank Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sunflower Bank Wealth 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
2020
Q3 		$390K Sell
8,901
-375
-4% -$16.4K 0.13% 85
2020
Q2 		$387K Buy
+9,276
New +$365K 0.13% 95

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunflower Bank Wealth Management's TDIV Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 4% in Q3 2020, selling an estimated $16.4K and leaving 8,901 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #85.

Sunflower Bank Wealth Management first reported a position in TDIV in Q2 2020 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold TDIV as of Q3 2020.

  • Sunflower Bank Wealth Management held 8,901 shares of First Trust NASDAQ Technology Dividend Index Fund worth $390K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 375 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2020, an estimated $16.4K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.13% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #85 holding.
  • Sunflower Bank Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2020 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.