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Atomi Financial Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Atomi Financial Group’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 		$202K Buy
+1,762
New +$195K 0.01% 1207
2025
Q1 		– Sell
-3,442
Closed -$270K – 1114
2024
Q4 		$270K Buy
3,442
+224
+7% +$17.9K 0.01% 777
2024
Q3 		$258K Buy
+3,218
New +$247K 0.02% 738

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

Atomi Financial Group's TDIV Position: Q2 2026 in Review

Atomi Financial Group opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 1,762 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in TDIV as recently as Q4 2024.

Atomi Financial Group first reported a position in TDIV in Q3 2024 and has held it in 3 quarters since. The position peaked at $270K in Q4 2024. 443 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Atomi Financial Group held 1,762 shares of First Trust NASDAQ Technology Dividend Index Fund worth $202K as of Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Atomi Financial Group position in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1207 holding.
  • Atomi Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 3 quarters since.
  • Atomi Financial Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $270K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.