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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
Q1 		$6.84K Buy
+73
New +$7.13K ﹤0.01% 934

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cassaday & Co Wealth Management's TDIV Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2026: 73 shares worth $6.84K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

398 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

  • Cassaday & Co Wealth Management held 73 shares of First Trust NASDAQ Technology Dividend Index Fund worth $6.84K as of Q1 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Cassaday & Co Wealth Management position in Q1 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #934 holding.
  • 398 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.