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 Q3	$1.19M	Buy	10,439 +56	+0.5%	+$6.35K	0.43%	61
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Clarus Wealth Advisors's TDIV Position: Q3 2026 in Review

Clarus Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.54% in Q3 2026, buying an estimated $6.35K and bringing the position to 10,439 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #61.

Clarus Wealth Advisors first reported a position in TDIV in Q2 2018 and has held it in 18 quarters since. 413 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Clarus Wealth Advisors held 10,439 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.19M as of Q3 2026.
Clarus Wealth Advisors bought 56 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $6.35K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.43% of Clarus Wealth Advisors's portfolio in Q3 2026, its #61 holding.
Clarus Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2018 and has held it in 18 quarters since.
413 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.