Continuum Advisory’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Continuum Advisory’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	$23K	Buy	+200	New	+$22.2K	﹤0.01%	1003
2025 Q2	–	Sell	-200	Closed	-$14.7K	–	1439
2025 Q1	$14.7K	Hold	200	–	–	﹤0.01%	912
2024 Q4	$15.7K	Hold	200	–	–	﹤0.01%	895
2024 Q3	$15.9K	Hold	200	–	–	﹤0.01%	893
2024 Q2	$15.1K	Hold	200	–	–	﹤0.01%	845
2024 Q1	$13.9K	Buy	+200	New	+$13.4K	﹤0.01%	864

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

Continuum Advisory's TDIV Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 200 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TDIV as recently as Q1 2025.

Continuum Advisory first reported a position in TDIV in Q1 2024 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Continuum Advisory held 200 shares of First Trust NASDAQ Technology Dividend Index Fund worth $23K as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Continuum Advisory position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1003 holding.
Continuum Advisory first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.