Claro Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Claro Advisors’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	$534K	Buy	4,734 +27	+0.6%	+$3.06K	0.05%	274
2026 Q2	$541K	Buy	4,707 +210	+5%	+$23.3K	0.06%	258
2026 Q1	$421K	Buy	4,497 +35	+0.8%	+$3.42K	0.05%	279
2025 Q4	$432K	Sell	4,462 -530	-11%	-$52.1K	0.06%	252
2025 Q3	$492K	Buy	4,992 +193	+4%	+$18K	0.07%	222
2025 Q2	$433K	Buy	4,799 +257	+6%	+$20.2K	0.07%	229
2025 Q1	$334K	Sell	4,542 -395	-8%	-$31.3K	0.04%	353
2024 Q4	$387K	Buy	4,937 +6	+0.1%	+$481	0.05%	295
2024 Q3	$396K	Buy	+4,931	New	+$378K	0.05%	304

Other funds holding TDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Claro Advisors's TDIV Position: Q3 2026 in Review

Claro Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.57% in Q3 2026, buying an estimated $3.06K and bringing the position to 4,734 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #274.

Claro Advisors first reported a position in TDIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $541K in Q2 2026. 313 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Claro Advisors held 4,734 shares of First Trust NASDAQ Technology Dividend Index Fund worth $534K as of Q3 2026.
Claro Advisors bought 27 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $3.06K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #274 holding.
Claro Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 9 quarters since.
Claro Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $541K in Q2 2026.
313 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.