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Burkett Financial Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Burkett Financial Services’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 		– Sell
-232
Closed -$17.1K – 249
2025
Q1 		$17.1K Buy
+232
New +$18.4K 0.01% 145

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burkett Financial Services's TDIV Position: Q2 2025 in Review

Burkett Financial Services sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2025, closing a stake of 232 shares — an estimated $17.1K sold.

Burkett Financial Services first reported a position in TDIV in Q1 2025 and held it in 1 quarter. The position peaked at $17.1K in Q1 2025. 374 funds tracked by Wall St. Rank hold TDIV as of Q2 2025.

  • Burkett Financial Services reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 232 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2025, an estimated $17.1K.
  • Burkett Financial Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's First Trust NASDAQ Technology Dividend Index Fund position peaked at $17.1K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.