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TRUADVICE’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

TRUADVICE’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
Q1 		– Sell
-12,925
Closed -$658K – 319
2020
Q4 		$658K Sell
12,925
-1,163
-8% -$54K 0.2% 115
2020
Q3 		$628K Buy
+14,088
New +$618K 0.26% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

TRUADVICE's TDIV Position: Q1 2021 in Review

TRUADVICE sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2021, closing a stake of 12,925 shares — an estimated $658K sold.

TRUADVICE first reported a position in TDIV in Q3 2020 and held it in 2 quarters. The position peaked at $658K in Q4 2020. 183 funds tracked by Wall St. Rank hold TDIV as of Q1 2021.

  • TRUADVICE reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2021 after selling out during the quarter.
  • TRUADVICE sold 12,925 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2021, an estimated $658K.
  • TRUADVICE first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2020 and held it in 2 quarters.
  • TRUADVICE's First Trust NASDAQ Technology Dividend Index Fund position peaked at $658K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.