CFCI
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Comprehensive Financial Consultants Institutional’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$497K Sell
4,324
-780
-15% -$86.4K 0.13% 138
2026
Q1 		$478K Buy
5,104
+1,499
+42% +$146K 0.14% 134
2025
Q4 		$349K Buy
3,605
+513
+17% +$50.4K 0.11% 144
2025
Q3 		$305K Hold
3,092
– – 0.09% 152
2025
Q2 		$279K Sell
3,092
-666
-18% -$52.2K 0.09% 160
2025
Q1 		$277K Hold
3,758
– – 0.1% 147
2024
Q4 		$295K Sell
3,758
-427
-10% -$34.2K 0.11% 145
2024
Q3 		$336K Hold
4,185
– – 0.12% 139
2024
Q2 		$317K Hold
4,185
– – 0.12% 138
2024
Q1 		$292K Sell
4,185
-198
-5% -$13.2K 0.12% 137
2023
Q4 		$281K Buy
4,383
+198
+5% +$11.7K 0.13% 137
2023
Q3 		$235K Hold
4,185
– – 0.12% 140
2023
Q2 		$248K Hold
4,185
– – 0.13% 142
2023
Q1 		$226K Hold
4,185
– – 0.13% 149
2022
Q4 		$213K Sell
4,185
-721
-15% -$34.4K 0.13% 149
2022
Q3 		$215K Sell
4,906
-283
-5% -$14.4K 0.14% 148
2022
Q2 		$259K Hold
5,189
– – 0.18% 133
2022
Q1 		$284K Hold
5,189
– – 0.2% 130
2021
Q4 		$302K Buy
+5,189
New +$310K 0.19% 118

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