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

Brookwood Investment 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
2025
Q4 		– Sell
-2,052
Closed -$202K – 567
2025
Q3 		$202K Sell
2,052
-2,367
-54% -$221K 0.03% 456
2025
Q2 		$398K Buy
+4,419
New +$347K 0.06% 282

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Brookwood Investment Group's TDIV Position: Q4 2025 in Review

Brookwood Investment Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q4 2025, closing a stake of 2,052 shares — an estimated $202K sold.

Brookwood Investment Group first reported a position in TDIV in Q2 2025 and held it in 2 quarters. The position peaked at $398K in Q2 2025. 397 funds tracked by Wall St. Rank hold TDIV as of Q4 2025.

  • Brookwood Investment Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 2,052 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2025, an estimated $202K.
  • Brookwood Investment Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $398K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.