Caldwell Trust
TDIV icon

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

Caldwell Trust’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
Q3 		$2.03K Hold
18
– – ﹤0.01% 769
2026
Q2 		$2.07K Buy
+18
New +$2K ﹤0.01% 766
2025
Q1 		– Sell
-9
Closed -$706 – 771
2024
Q4 		$706 Hold
9
– – ﹤0.01% 705
2024
Q3 		$723 Buy
+9
New +$690 ﹤0.01% 694

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Caldwell Trust's TDIV Position: Q3 2026 in Review

Caldwell Trust held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q3 2026 at 18 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Caldwell Trust first reported a position in TDIV in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.07K in Q2 2026. 313 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Caldwell Trust held 18 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.03K as of Q3 2026.
  • Caldwell Trust left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #769 holding.
  • Caldwell Trust first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 4 quarters since.
  • Caldwell Trust's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.07K in Q2 2026.
  • 313 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.