CWA
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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

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM