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

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 22.9% 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

Comprehensive Financial Consultants Institutional's TDIV Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 15% in Q2 2026, selling an estimated $86.4K and leaving 4,324 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #138.

Comprehensive Financial Consultants Institutional first reported a position in TDIV in Q4 2021 and has held it in 19 quarters since. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Comprehensive Financial Consultants Institutional held 4,324 shares of First Trust NASDAQ Technology Dividend Index Fund worth $497K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 780 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $86.4K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.13% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #138 holding.
Comprehensive Financial Consultants Institutional first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and has held it in 19 quarters since.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.