Westside Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Westside Investment Management’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
2020 Q3	–	Sell	-400	Closed	-$16	–	696
2020 Q2	$16	Hold	400	–	–	﹤0.01%	432
2020 Q1	$14	Buy	+400	New	+$16.5K	﹤0.01%	427
2019 Q2	$15	Buy	+400	New	+$15.5K	﹤0.01%	426
2018 Q4	$19.9K	Hold	600	–	–	0.01%	379
2018 Q3	$23.1K	Hold	600	–	–	0.01%	336
2018 Q2	$21.3K	Hold	600	–	–	0.01%	397
2018 Q1	$20.9K	Sell	600 -100	-14%	-$3.65K	0.01%	383
2017 Q4	$25.4K	Hold	700	–	–	0.01%	362
2017 Q3	$23K	Hold	700	–	–	0.01%	365
2017 Q2	$21.9K	Buy	700 +400	+133%	+$12.7K	0.01%	367
2017 Q1	$9.46K	Buy	+300	New	+$9.32K	﹤0.01%	514

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Westside Investment Management's TDIV Position: Q3 2020 in Review

Westside Investment Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2020, closing a stake of 400 shares — an estimated $16 sold.

Westside Investment Management first reported a position in TDIV in Q1 2017 and held it in 11 quarters. The position peaked at $25.4K in Q4 2017. 162 funds tracked by Wall St. Rank hold TDIV as of Q3 2020.

Westside Investment Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2020 after selling out during the quarter.
Westside Investment Management sold 400 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2020, an estimated $16.
Westside Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2017 and held it in 11 quarters.
Westside Investment Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $25.4K in Q4 2017.
162 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2020.

Based on Westside Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.