Creative Financial Designs’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Creative Financial Designs’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	$45.7K	Buy	+398	New	+$44.1K	﹤0.01%	1041
2024 Q2	–	Sell	-1,514	Closed	-$105K	–	1714
2024 Q1	$105K	Sell	1,514 -32	-2%	-$2.14K	0.01%	558
2023 Q4	$99.1K	Sell	1,546 -359	-19%	-$21.3K	0.01%	541
2023 Q3	$107K	Sell	1,905 -920	-33%	-$53.7K	0.01%	476
2023 Q2	$166K	Buy	2,825 +145	+5%	+$7.9K	0.02%	377
2023 Q1	$145K	Sell	2,680 -405	-13%	-$20.8K	0.02%	390
2022 Q4	$147K	Hold	3,085	–	–	0.02%	372
2022 Q3	$135K	Hold	3,085	–	–	0.02%	368
2022 Q2	$155K	Buy	+3,085	New	+$168K	0.03%	342

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

Creative Financial Designs's TDIV Position: Q2 2026 in Review

Creative Financial Designs opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 398 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in TDIV as recently as Q1 2024.

Creative Financial Designs first reported a position in TDIV in Q2 2022 and has held it in 9 quarters since. The position peaked at $166K in Q2 2023. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Creative Financial Designs held 398 shares of First Trust NASDAQ Technology Dividend Index Fund worth $45.7K as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Creative Financial Designs position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1041 holding.
Creative Financial Designs first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2022 and has held it in 9 quarters since.
Creative Financial Designs's First Trust NASDAQ Technology Dividend Index Fund position peaked at $166K in Q2 2023.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.