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 Q2	$371K	Hold	3,227	–	–	0.08%	113
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 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

Atlantic Edge Private Wealth Management's TDIV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 3,227 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #113.

Atlantic Edge Private Wealth Management first reported a position in TDIV in Q4 2023 and has held it in 11 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,227 shares of First Trust NASDAQ Technology Dividend Index Fund worth $371K as of Q2 2026.
Atlantic Edge Private 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 0.08% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #113 holding.
Atlantic Edge Private Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.