Cherry Tree Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Cherry Tree 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	$6.09K	Hold	65	–	–	﹤0.01%	472
2025 Q4	$6.29K	Hold	65	–	–	﹤0.01%	468
2025 Q3	$6.41K	Hold	65	–	–	﹤0.01%	450
2025 Q2	$5.86K	Hold	65	–	–	﹤0.01%	460
2025 Q1	$4.79K	Hold	65	–	–	﹤0.01%	537
2024 Q4	$5.1K	Hold	65	–	–	﹤0.01%	472
2024 Q3	$5.22K	Buy	+65	New	+$4.98K	﹤0.01%	478

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's TDIV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q1 2026 at 65 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Cherry Tree Wealth Management first reported a position in TDIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.41K in Q3 2025. 401 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Cherry Tree Wealth Management held 65 shares of First Trust NASDAQ Technology Dividend Index Fund worth $6.09K as of Q1 2026.
Cherry Tree Wealth Management left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #472 holding.
Cherry Tree Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 7 quarters since.
Cherry Tree Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $6.41K in Q3 2025.
401 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.