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

CIBC Private Wealth Group’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
2025 Q4	$156K	Hold	1,615	–	–	﹤0.01%	1315
2025 Q3	$159K	Buy	1,615 +1,200	+289%	+$112K	﹤0.01%	1277
2025 Q2	$37.4K	Buy	415 +15	+4%	+$1.18K	﹤0.01%	1776
2025 Q1	$25.8K	Hold	400	–	–	﹤0.01%	1906
2024 Q4	$31.8K	Hold	400	–	–	﹤0.01%	1869
2024 Q3	$32.1K	Sell	400 -1	-0.2%	-$77	﹤0.01%	1944
2024 Q2	$31.3K	Hold	401	–	–	﹤0.01%	1857
2024 Q1	$28K	Buy	+401	New	+$26.8K	﹤0.01%	1907

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CIBC Private Wealth Group's TDIV Position: Q4 2025 in Review

CIBC Private Wealth Group held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q4 2025 at 1,615 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

CIBC Private Wealth Group first reported a position in TDIV in Q1 2024 and has held it in 8 quarters since. The position peaked at $159K in Q3 2025. 396 funds tracked by Wall St. Rank hold TDIV as of Q4 2025.

CIBC Private Wealth Group held 1,615 shares of First Trust NASDAQ Technology Dividend Index Fund worth $156K as of Q4 2025.
CIBC Private Wealth Group left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q4 2025.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1315 holding.
CIBC Private Wealth Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $159K in Q3 2025.
396 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.