Comprehensive Financial Planning’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Comprehensive Financial Planning’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	$28.1K	Hold	245	–	–	0.02%	217
2026 Q1	$22.9K	Hold	245	–	–	0.02%	209
2025 Q4	$23.7K	Hold	245	–	–	0.02%	205
2025 Q3	$24.2K	Hold	245	–	–	0.02%	201
2025 Q2	$22.1K	Hold	245	–	–	0.02%	192
2025 Q1	$18K	Hold	245	–	–	0.02%	182
2024 Q4	$19.2K	Buy	+245	New	+$19.6K	0.02%	207

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 22.96% 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 Planning's TDIV Position: Q2 2026 in Review

Comprehensive Financial Planning held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 245 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #217.

Comprehensive Financial Planning first reported a position in TDIV in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Comprehensive Financial Planning held 245 shares of First Trust NASDAQ Technology Dividend Index Fund worth $28.1K as of Q2 2026.
Comprehensive Financial Planning left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #217 holding.
Comprehensive Financial Planning first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.