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

Tradition 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
2024 Q1	–	Sell	-92	Closed	-$6K	–	1098
2023 Q4	$6K	Hold	92	–	–	﹤0.01%	1120
2023 Q3	$5K	Hold	92	–	–	﹤0.01%	1197
2023 Q2	$5K	Buy	92 +1	+1%	+$54	﹤0.01%	1223
2023 Q1	$5K	Hold	91	–	–	﹤0.01%	1162
2022 Q4	$4K	Sell	91 -45	-33%	-$2.15K	﹤0.01%	1096
2022 Q3	$6K	Buy	136 +1	+0.7%	+$51	﹤0.01%	1046
2022 Q2	$7K	Hold	135	–	–	﹤0.01%	904
2022 Q1	$8K	Hold	135	–	–	﹤0.01%	951
2021 Q4	$8K	Hold	135	–	–	﹤0.01%	972
2021 Q3	$8K	Hold	135	–	–	﹤0.01%	957
2021 Q2	$8K	Buy	+135	New	+$7.59K	﹤0.01%	992
2021 Q1	–	Sell	-135	Closed	-$7K	–	1010
2020 Q4	$7K	Buy	+135	New	+$6.27K	﹤0.01%	811

Other funds holding TDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradition Wealth Management's TDIV Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2024, closing a stake of 92 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in TDIV in Q4 2020 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 281 funds tracked by Wall St. Rank hold TDIV as of Q1 2024.

Tradition Wealth Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 92 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $8K in Q1 2022.
281 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.