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

Coppell Advisory Solutions’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	$6.84K	Buy	+19,799	New	+$2.19M	﹤0.01%	507
2026 Q1	–	Sell	-25,639	Closed	-$2.51M	–	319
2025 Q4	$2.51M	Buy	25,639 +11	+0%	+$1.08K	0.25%	84
2025 Q3	$2.51M	Sell	25,628 -1,668	-6%	-$156K	0.27%	70
2025 Q2	$2.43M	Sell	27,296 -13,214	-33%	-$1.04M	0.29%	65
2025 Q1	$2.96M	Sell	40,510 -33,685	-45%	-$2.67M	0.41%	46
2024 Q4	$5.87M	Buy	74,195 +4,981	+7%	+$399K	0.82%	21
2024 Q3	$5.56M	Buy	69,214 +106	+0.2%	+$8.12K	0.82%	24
2024 Q2	$5.23M	Buy	+69,108	New	+$4.91M	0.86%	23
2023 Q4	$4.85M	Buy	75,602 +37,119	+96%	+$2.2M	0.97%	22
2023 Q3	$1.84M	Sell	38,483 -34,027	-47%	-$1.98M	0.63%	38
2023 Q2	$4.21M	Buy	72,510 +1,313	+2%	+$71.5K	1.19%	18
2023 Q1	$3.81M	Buy	71,197 +32,714	+85%	+$1.68M	1.25%	14
2022 Q4	$1.84M	Buy	+38,483	New	+$1.83M	0.62%	39

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

Coppell Advisory Solutions's TDIV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 19,799 shares worth $6.84K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TDIV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in TDIV in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.87M in Q4 2024. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Coppell Advisory Solutions held 19,799 shares of First Trust NASDAQ Technology Dividend Index Fund worth $6.84K as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Coppell Advisory Solutions position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #507 holding.
Coppell Advisory Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5.87M in Q4 2024.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.