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STACKSTONE WEALTH, LLC’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$7.94M Buy
+70,391
New +$7.98M 0.78% 35

Other funds holding TDIV

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
DWM
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's TDIV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 70,391 shares worth $7.94M. The stake represents 0.78% of the portfolio and ranks #35 among its holdings.

90 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 70,391 shares of First Trust NASDAQ Technology Dividend Index Fund worth $7.94M as of Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.78% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #35 holding.
  • 90 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.