AF
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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
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 – 1941
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
2019
Q1 		– Hold
0
– – – 1663
2018
Q4 		– Hold
0
– – – 1578

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return