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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's TDIV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2026, closing a stake of 25,639 shares — an estimated $2.51M sold.

Coppell Advisory Solutions first reported a position in TDIV in Q4 2022 and held it in 12 quarters. The position peaked at $5.87M in Q4 2024. 399 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 25,639 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $2.51M.
Coppell Advisory Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and held it in 12 quarters.
Coppell Advisory Solutions's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5.87M in Q4 2024.
399 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.