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Atlantic Edge Private Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Atlantic Edge Private 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
Q1 		$302K Hold
3,227
– – 0.07% 114
2025
Q4 		$313K Hold
3,227
– – 0.08% 112
2025
Q3 		$318K Hold
3,227
– – 0.08% 109
2025
Q2 		$291K Hold
3,227
– – 0.08% 114
2025
Q1 		$238K Hold
3,227
– – 0.07% 117
2024
Q4 		$253K Hold
3,227
– – 0.08% 119
2024
Q3 		$259K Hold
3,227
– – 0.08% 119
2024
Q2 		$244K Hold
3,227
– – 0.08% 112
2024
Q1 		$225K Hold
3,227
– – 0.08% 122
2023
Q4 		$207K Buy
+3,227
New +$191K 0.08% 120

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