Catalyst Private Wealth
TDIV icon

Catalyst Private Wealth’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Catalyst Private Wealth’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 		$226K Hold
2,000
– – 0.09% 94
2026
Q2 		$230K Buy
+2,000
New +$222K 0.11% 73
2020
Q4 		– Sell
-2,000
Closed -$88K – 257
2020
Q3 		$88K Buy
+2,000
New +$87.7K 0.09% 90

Other funds holding TDIV

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Catalyst Private Wealth's TDIV Position: Q3 2026 in Review

Catalyst Private Wealth held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q3 2026 at 2,000 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #94.

Catalyst Private Wealth first reported a position in TDIV in Q3 2020 and has held it in 3 quarters since. The position peaked at $230K in Q2 2026. 186 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Catalyst Private Wealth held 2,000 shares of First Trust NASDAQ Technology Dividend Index Fund worth $226K as of Q3 2026.
  • Catalyst Private Wealth left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.09% of Catalyst Private Wealth's portfolio in Q3 2026, its #94 holding.
  • Catalyst Private Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2020 and has held it in 3 quarters since.
  • Catalyst Private Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $230K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.