V Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-3,608	Closed	-$212K	–	336
2023 Q2	$212K	Buy	+3,608	New	+$197K	0.04%	354
2022 Q4	–	Sell	-5,580	Closed	-$244K	–	403
2022 Q3	$244K	Buy	5,580 +983	+21%	+$50K	0.05%	322
2022 Q2	$230K	Buy	+4,597	New	+$250K	0.04%	358
2022 Q1	–	Sell	-3,371	Closed	-$212K	–	476
2021 Q4	$212K	Buy	+3,371	New	+$201K	0.03%	423

Other funds holding TDIV

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

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

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

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FAM

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

V Wealth Advisors's TDIV Position: Q3 2023 in Review

V Wealth Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2023, closing a stake of 3,608 shares — an estimated $212K sold.

V Wealth Advisors first reported a position in TDIV in Q4 2021 and held it in 4 quarters. The position peaked at $244K in Q3 2022. 252 funds tracked by Wall St. Rank hold TDIV as of Q3 2023.

V Wealth Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 3,608 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2023, an estimated $212K.
V Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and held it in 4 quarters.
V Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $244K in Q3 2022.
252 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.