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

Bessemer 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	–	Sell	-2,200	Closed	-$206K	–	2636
2026 Q1	$206K	Buy	+2,200	New	+$215K	﹤0.01%	1391
2025 Q3	–	Sell	-140	Closed	-$13K	–	2724
2025 Q2	$13K	Hold	140	–	–	﹤0.01%	1723
2025 Q1	$10K	Hold	140	–	–	﹤0.01%	1790
2024 Q4	$11K	Buy	+140	New	+$11.2K	﹤0.01%	1739
2015 Q3	–	Sell	-2,200	Closed	-$58K	–	1741
2015 Q2	$58K	Hold	2,200	–	–	﹤0.01%	944
2015 Q1	$59K	Hold	2,200	–	–	﹤0.01%	940
2014 Q4	$61K	Hold	2,200	–	–	﹤0.01%	897
2014 Q3	$60K	Hold	2,200	–	–	﹤0.01%	853
2014 Q2	$58K	Hold	2,200	–	–	﹤0.01%	860
2014 Q1	$55K	Hold	2,200	–	–	﹤0.01%	848
2013 Q4	$54K	Hold	2,200	–	–	﹤0.01%	852
2013 Q3	$50K	Buy	+2,200	New	+$49.5K	﹤0.01%	823

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

Bessemer Group's TDIV Position: Q2 2026 in Review

Bessemer Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 2,200 shares — an estimated $206K sold.

Bessemer Group first reported a position in TDIV in Q3 2013 and held it in 12 quarters. The position peaked at $206K in Q1 2026. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Bessemer Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Bessemer Group sold 2,200 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $206K.
Bessemer Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2013 and held it in 12 quarters.
Bessemer Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $206K in Q1 2026.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.