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Tobias Financial Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Tobias Financial 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
-10
Closed – – 252
2019
Q4 		$0 Buy
+10
New +$414 ﹤0.01% 306

Other funds holding TDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

Tobias Financial Advisors's TDIV Position: Q1 2020 in Review

Tobias Financial Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2020, closing a stake of 10 shares.

Tobias Financial Advisors first reported a position in TDIV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 142 funds tracked by Wall St. Rank hold TDIV as of Q1 2020.

  • Tobias Financial Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 10 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $0 in Q4 2019.
  • 142 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.