Advisornet Financial’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Advisornet Financial’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	$141K	Buy	1,229 +330	+37%	+$36.6K	0.01%	752
2026 Q1	$84.2K	Sell	899 -330	-27%	-$32.2K	﹤0.01%	875
2025 Q4	$119K	Sell	1,229 -400	-25%	-$39.3K	0.01%	759
2025 Q3	$161K	Hold	1,629	–	–	0.01%	655
2025 Q2	$147K	Buy	1,629 +283	+21%	+$22.2K	0.01%	650
2025 Q1	$99.1K	Hold	1,346	–	–	0.01%	732
2024 Q4	$106K	Buy	1,346 +616	+84%	+$49.4K	0.01%	672
2024 Q3	$58.6K	Sell	730 -119	-14%	-$9.12K	﹤0.01%	858
2024 Q2	$64.2K	Buy	849 +519	+157%	+$36.9K	0.01%	747
2024 Q1	$23K	Hold	330	–	–	﹤0.01%	1034
2023 Q4	$21.1K	Hold	330	–	–	﹤0.01%	1057
2023 Q3	$18.5K	Hold	330	–	–	﹤0.01%	1052
2023 Q2	$19.4K	Hold	330	–	–	﹤0.01%	1107
2023 Q1	$17.9K	Buy	+330	New	+$16.9K	﹤0.01%	1116
2020 Q1	–	Sell	-125	Closed	-$5K	–	1930
2019 Q4	$5K	Sell	125 -1,209	-91%	-$50K	﹤0.01%	1559
2019 Q3	$54K	Buy	1,334 +1,103	+477%	+$43.6K	0.01%	877
2019 Q2	$9K	Buy	+231	New	+$8.93K	﹤0.01%	1267

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 22.9% 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

Advisornet Financial's TDIV Position: Q2 2026 in Review

Advisornet Financial increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 37% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,229 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #752.

Advisornet Financial first reported a position in TDIV in Q2 2019 and has held it in 17 quarters since. The position peaked at $161K in Q3 2025. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Advisornet Financial held 1,229 shares of First Trust NASDAQ Technology Dividend Index Fund worth $141K as of Q2 2026.
Advisornet Financial bought 330 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $36.6K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #752 holding.
Advisornet Financial first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2019 and has held it in 17 quarters since.
Advisornet Financial's First Trust NASDAQ Technology Dividend Index Fund position peaked at $161K in Q3 2025.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.