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

Wealth Quarterback’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 Q3	$10K	Buy	161 +2	+1%	+$116	0.01%	481
2021 Q2	$10K	Buy	+159	New	+$8.94K	0.01%	483
2020 Q2	–	Sell	-462	Closed	-$9.98K	–	693
2020 Q1	$9.98K	Buy	462 +126	+38%	+$5.19K	0.01%	475
2019 Q4	$14.5K	Buy	+336	New	+$13.9K	0.01%	437

Other funds holding TDIV

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FAM

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

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

Wealth Quarterback's TDIV Position: Q3 2021 in Review

Wealth Quarterback increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.3% in Q3 2021, buying an estimated $116 and bringing the position to 161 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #481.

Wealth Quarterback first reported a position in TDIV in Q4 2019 and has held it in 4 quarters since. The position peaked at $14.5K in Q4 2019. 191 funds tracked by Wall St. Rank hold TDIV as of Q3 2021.

Wealth Quarterback held 161 shares of First Trust NASDAQ Technology Dividend Index Fund worth $10K as of Q3 2021.
Wealth Quarterback bought 2 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2021, an estimated $116.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #481 holding.
Wealth Quarterback first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's First Trust NASDAQ Technology Dividend Index Fund position peaked at $14.5K in Q4 2019.
191 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.