Clear Creek Financial Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Clear Creek Financial Management’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 Q2	–	Sell	-3,459	Closed	-$255K	–	578
2025 Q1	$255K	Buy	3,459 +1	+0%	+$79	0.03%	430
2024 Q4	$271K	Sell	3,458 -54	-2%	-$4.33K	0.03%	392
2024 Q3	$282K	Buy	3,512 +1	+0%	+$77	0.03%	358
2024 Q2	$266K	Sell	3,511 -23	-0.7%	-$1.64K	0.03%	357
2024 Q1	$246K	Buy	+3,534	New	+$236K	0.03%	360

Other funds holding TDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Creek Financial Management's TDIV Position: Q2 2025 in Review

Clear Creek Financial Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2025, closing a stake of 3,459 shares — an estimated $255K sold.

Clear Creek Financial Management first reported a position in TDIV in Q1 2024 and held it in 5 quarters. The position peaked at $282K in Q3 2024. 374 funds tracked by Wall St. Rank hold TDIV as of Q2 2025.

Clear Creek Financial Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 3,459 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2025, an estimated $255K.
Clear Creek Financial Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and held it in 5 quarters.
Clear Creek Financial Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $282K in Q3 2024.
374 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.