Aries Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Aries Wealth Management’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	$572K	Hold	4,975	–	–	0.11%	138
2026 Q1	$466K	Hold	4,975	–	–	0.1%	154
2025 Q4	$482K	Hold	4,975	–	–	0.11%	148
2025 Q3	$490K	Hold	4,975	–	–	0.12%	143
2025 Q2	$449K	Hold	4,975	–	–	0.12%	149
2025 Q1	$366K	Hold	4,975	–	–	0.1%	165
2024 Q4	$390K	Hold	4,975	–	–	0.11%	157
2024 Q3	$399K	Buy	+4,975	New	+$381K	0.11%	155

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

Aries Wealth Management's TDIV Position: Q2 2026 in Review

Aries Wealth Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 4,975 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #138.

Aries Wealth Management first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Aries Wealth Management held 4,975 shares of First Trust NASDAQ Technology Dividend Index Fund worth $572K as of Q2 2026.
Aries Wealth Management left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #138 holding.
Aries Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.