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Atria Wealth Solutions’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.05M Sell
11,462
-65,978
-85% -$5.18M 0.02% 619
2025
Q1 		$5.7M Sell
77,440
-24,489
-24% -$1.94M 0.07% 297
2024
Q4 		$8M Buy
101,929
+9,394
+10% +$753K 0.09% 237
2024
Q3 		$7.43M Buy
92,535
+2,445
+3% +$187K 0.08% 262
2024
Q2 		$6.82M Sell
90,090
-20,790
-19% -$1.48M 0.08% 265
2024
Q1 		$7.73M Buy
110,880
+10,281
+10% +$688K 0.09% 246
2023
Q4 		$6.45M Sell
100,599
-51,580
-34% -$3.05M 0.08% 247
2023
Q3 		$8.54M Buy
152,179
+22,420
+17% +$1.31M 0.12% 180
2023
Q2 		$7.61M Buy
129,759
+11,084
+9% +$604K 0.1% 191
2023
Q1 		$6.42M Buy
118,675
+6,162
+5% +$316K 0.09% 210
2022
Q4 		$5.38M Buy
112,513
+4,525
+4% +$216K 0.09% 243
2022
Q3 		$4.72M Buy
107,988
+6,792
+7% +$346K 0.08% 239
2022
Q2 		$5.08M Buy
101,196
+40,499
+67% +$2.2M 0.1% 235
2022
Q1 		$3.58M Buy
+60,697
New +$3.6M 0.06% 317

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's TDIV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 85% in Q2 2025, selling an estimated $5.18M and leaving 11,462 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #619.

Atria Wealth Solutions first reported a position in TDIV in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.54M in Q3 2023. 375 funds tracked by Wall St. Rank hold TDIV as of Q2 2025.

  • Atria Wealth Solutions held 11,462 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.05M as of Q2 2025.
  • Atria Wealth Solutions sold 65,978 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2025, an estimated $5.18M.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #619 holding.
  • Atria Wealth Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust NASDAQ Technology Dividend Index Fund position peaked at $8.54M in Q3 2023.
  • 375 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.