1620 Investment Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

1620 Investment 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
2026 Q2	$60.4K	Hold	526	–	–	0.04%	308
2026 Q1	$49.3K	Hold	526	–	–	0.03%	307
2025 Q4	$50.9K	Sell	526 -25	-5%	-$2.46K	0.03%	301
2025 Q3	$54.3K	Hold	551	–	–	0.04%	285
2025 Q2	$49.7K	Sell	551 -50	-8%	-$3.92K	0.04%	302
2025 Q1	$44.2K	Sell	601 -15	-2%	-$1.19K	0.03%	314
2024 Q4	$48.3K	Hold	616	–	–	0.04%	306
2024 Q3	$49.5K	Hold	616	–	–	0.04%	301
2024 Q2	$46.6K	Buy	+616	New	+$43.8K	0.04%	304

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1620 Investment Advisors's TDIV Position: Q2 2026 in Review

1620 Investment Advisors held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 526 shares worth $60.4K. The position accounts for 0.04% of the portfolio, ranked #308.

1620 Investment Advisors first reported a position in TDIV in Q2 2024 and has held it in 9 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

1620 Investment Advisors held 526 shares of First Trust NASDAQ Technology Dividend Index Fund worth $60.4K as of Q2 2026.
1620 Investment Advisors left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #308 holding.
1620 Investment Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2024 and has held it in 9 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.