WP
TDIV icon

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

Westmount 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
-3,065
Closed -$233K – 235
2024
Q2 		$233K Buy
+3,065
New +$218K 0.08% 185

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

Westmount Partners's TDIV Position: Q3 2024 in Review

Westmount Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2024, closing a stake of 3,065 shares — an estimated $233K sold.

Westmount Partners first reported a position in TDIV in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 327 funds tracked by Wall St. Rank hold TDIV as of Q3 2024.

  • Westmount Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
  • Westmount Partners sold 3,065 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2024, an estimated $233K.
  • Westmount Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2024 and held it in 1 quarter.
  • Westmount Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $233K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2024.

Based on Westmount Partners's 13F filing for Q3 2024, filed 13 Jan 2025.