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Cassaday & Co Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Cassaday & Co Wealth Management’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 		$8.39K Hold
73
– – ﹤0.01% 894
2026
Q1 		$6.84K Buy
+73
New +$7.13K ﹤0.01% 934

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

Cassaday & Co Wealth Management's TDIV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 73 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Cassaday & Co Wealth Management first reported a position in TDIV in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Cassaday & Co Wealth Management held 73 shares of First Trust NASDAQ Technology Dividend Index Fund worth $8.39K as of Q2 2026.
  • Cassaday & Co Wealth Management left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Cassaday & Co Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.