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Arkadios Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Arkadios Wealth Advisors’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 		$1.79M Buy
15,546
+5,083
+49% +$563K 0.03% 577
2026
Q1 		$980K Buy
10,463
+723
+7% +$70.6K 0.02% 798
2025
Q4 		$943K Buy
9,740
+581
+6% +$57.1K 0.02% 727
2025
Q3 		$903K Buy
9,159
+617
+7% +$57.6K 0.02% 681
2025
Q2 		$770K Buy
8,542
+75
+0.9% +$5.88K 0.02% 679
2025
Q1 		$623K Buy
8,467
+3,287
+63% +$260K 0.02% 626
2024
Q4 		$406K Sell
5,180
-4,985
-49% -$399K 0.02% 630
2024
Q3 		$816K Buy
10,165
+5,272
+108% +$404K 0.05% 378
2024
Q2 		$370K Buy
4,893
+195
+4% +$13.9K 0.03% 564
2024
Q1 		$327K Buy
4,698
+1
+0% +$67 0.03% 512
2023
Q4 		$301K Sell
4,697
-77
-2% -$4.56K 0.03% 529
2023
Q3 		$268K Buy
4,774
+2
+0% +$117 0.03% 530
2023
Q2 		$280K Buy
4,772
+30
+0.6% +$1.64K 0.03% 467
2023
Q1 		$256K Sell
4,742
-2,179
-31% -$112K 0.03% 482
2022
Q4 		$331K Buy
6,921
+421
+6% +$20.1K 0.04% 376
2022
Q3 		$284K Sell
6,500
-3,084
-32% -$157K 0.04% 398
2022
Q2 		$481K Sell
9,584
-3,346
-26% -$182K 0.07% 290
2022
Q1 		$762K Buy
12,930
+655
+5% +$38.9K 0.1% 232
2021
Q4 		$771K Buy
12,275
+10,252
+507% +$612K 0.1% 231
2021
Q3 		$114K Sell
2,023
-10,018
-83% -$581K 0.02% 654
2021
Q2 		$690K Buy
12,041
+2,146
+22% +$121K 0.08% 266
2021
Q1 		$534K Buy
9,895
+30
+0.3% +$1.56K 0.09% 236
2020
Q4 		$488K Buy
+9,865
New +$458K 0.1% 204

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

Arkadios Wealth Advisors's TDIV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 49% in Q2 2026, buying an estimated $563K and bringing the position to 15,546 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #577.

Arkadios Wealth Advisors first reported a position in TDIV in Q4 2020 and has held it in 23 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Arkadios Wealth Advisors held 15,546 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.79M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,083 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $563K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #577 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.