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Advisortrust Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Advisortrust Partners’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 		– Sell
-150
Closed -$14K – 269
2026
Q1 		$14K Buy
+150
New +$14.6K 0.01% 231

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisortrust Partners's TDIV Position: Q2 2026 in Review

Advisortrust Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 150 shares — an estimated $14K sold.

Advisortrust Partners first reported a position in TDIV in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 437 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Advisortrust Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 150 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $14K.
  • Advisortrust Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $14K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.