WP
TDIV icon

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

WealthPLAN Partners’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
Q3 		– Sell
-70,024
Closed -$5.3M – 301
2024
Q2 		$5.3M Buy
70,024
+980
+1% +$69.7K 0.57% 44
2024
Q1 		$4.81M Buy
+69,044
New +$4.62M 0.5% 64

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's TDIV Position: Q3 2024 in Review

WealthPLAN Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2024, closing a stake of 70,024 shares — an estimated $5.3M sold.

WealthPLAN Partners first reported a position in TDIV in Q1 2024 and held it in 2 quarters. The position peaked at $5.3M in Q2 2024. 327 funds tracked by Wall St. Rank hold TDIV as of Q3 2024.

  • WealthPLAN Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 70,024 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2024, an estimated $5.3M.
  • WealthPLAN Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and held it in 2 quarters.
  • WealthPLAN Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5.3M in Q2 2024.
  • 327 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.