Buck Wealth Strategies’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Buck Wealth Strategies’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	$73.6K	Buy	+641	New	+$71K	0.01%	300
2023 Q4	–	Sell	-81,183	Closed	-$4.55M	–	305
2023 Q3	$4.55M	Buy	81,183 +4,971	+7%	+$290K	1.83%	34
2023 Q2	$4.49M	Buy	76,212 +7,372	+11%	+$402K	1.95%	28
2023 Q1	$3.74M	Buy	+68,840	New	+$3.53M	1.83%	30
2022 Q3	$3.69M	Buy	+65,833	New	+$3.35M	1.73%	37

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

Buck Wealth Strategies's TDIV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 641 shares worth $73.6K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in TDIV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in TDIV in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.55M in Q3 2023. 443 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Buck Wealth Strategies held 641 shares of First Trust NASDAQ Technology Dividend Index Fund worth $73.6K as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Buck Wealth Strategies position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #300 holding.
Buck Wealth Strategies first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2022 and has held it in 5 quarters since.
Buck Wealth Strategies's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.55M in Q3 2023.
443 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

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