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

Clarus Wealth 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 Q2	$1.17M	Buy	10,383 +148	+1%	+$16.4K	0.45%	60
2026 Q1	$971K	Buy	10,235 +1,106	+12%	+$108K	0.41%	60
2025 Q4	$907K	Buy	9,129 +1,601	+21%	+$157K	0.38%	59
2025 Q3	$750K	Sell	7,528 -482	-6%	-$45K	0.33%	57
2025 Q2	$737K	Sell	8,010 -1,001	-11%	-$78.5K	0.34%	58
2025 Q1	$645K	Buy	9,011 +4,416	+96%	+$350K	0.35%	60
2024 Q4	$358K	Sell	4,595 -946	-17%	-$75.8K	0.18%	89
2024 Q3	$441K	Sell	5,541 -259	-4%	-$19.8K	0.22%	81
2024 Q2	$457K	Sell	5,800 -316	-5%	-$22.5K	0.24%	78
2024 Q1	$420K	Sell	6,116 -235	-4%	-$15.7K	0.24%	83
2023 Q4	$407K	Buy	+6,351	New	+$376K	0.24%	80
2023 Q2	$296K	Sell	5,155 -9	-0.2%	-$490	0.18%	100
2023 Q1	$276K	Buy	+5,164	New	+$265K	0.17%	102
2019 Q2	–	Sell	-4,650	Closed	-$178K	–	698
2019 Q1	$178K	Buy	4,650 +150	+3%	+$5.44K	0.13%	118
2018 Q4	$149K	Buy	4,500 +34	+0.8%	+$1.2K	0.23%	121
2018 Q3	$172K	Sell	4,466 -350	-7%	-$13.1K	0.11%	149
2018 Q2	$172K	Buy	+4,816	New	+$174K	0.13%	132

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

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

Clarus Wealth Advisors's TDIV Position: Q2 2026 in Review

Clarus Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 10,383 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #60.

Clarus Wealth Advisors first reported a position in TDIV in Q2 2018 and has held it in 17 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Clarus Wealth Advisors held 10,383 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.17M as of Q2 2026.
Clarus Wealth Advisors bought 148 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $16.4K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.45% of Clarus Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Clarus Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2018 and has held it in 17 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.