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BlueChip Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

BlueChip Wealth Advisors’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 		$4.39M Sell
38,234
-9,679
-20% -$1.07M 1.67% 20
2026
Q1 		$4.49M Sell
47,913
-409
-0.8% -$39.9K 1.97% 17
2025
Q4 		$4.68M Sell
48,322
-184
-0.4% -$18.1K 1.97% 18
2025
Q3 		$4.78M Sell
48,506
-910
-2% -$84.9K 2.04% 19
2025
Q2 		$4.46M Buy
49,416
+1,144
+2% +$89.7K 1.98% 15
2025
Q1 		$3.55M Buy
48,272
+7,696
+19% +$609K 1.74% 18
2024
Q4 		$3.18M Buy
40,576
+4,163
+11% +$334K 1.77% 16
2024
Q3 		$2.92M Buy
36,413
+7
+0% +$536 1.53% 16
2024
Q2 		$2.75M Buy
36,406
+4,449
+14% +$316K 1.62% 17
2024
Q1 		$2.23M Buy
31,957
+6,741
+27% +$451K 1.44% 18
2023
Q4 		$1.62M Buy
+25,216
New +$1.49M 1.13% 22

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

BlueChip Wealth Advisors's TDIV Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 20% in Q2 2026, selling an estimated $1.07M and leaving 38,234 shares worth $4.39M. The position accounts for 1.67% of the portfolio, ranked #20.

BlueChip Wealth Advisors first reported a position in TDIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.78M in Q3 2025. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • BlueChip Wealth Advisors held 38,234 shares of First Trust NASDAQ Technology Dividend Index Fund worth $4.39M as of Q2 2026.
  • BlueChip Wealth Advisors sold 9,679 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $1.07M.
  • First Trust NASDAQ Technology Dividend Index Fund made up 1.67% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • BlueChip Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.78M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.