Crumly & Associates’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Crumly & Associates’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	$11.5M	Sell	99,902 -4,524	-4%	-$501K	2.2%	15
2026 Q1	$9.78M	Sell	104,426 -35,046	-25%	-$3.42M	2.05%	15
2025 Q4	$13.5M	Buy	139,472 +13,073	+10%	+$1.29M	2.83%	9
2025 Q3	$12.5M	Buy	126,399 +3,557	+3%	+$332K	2.73%	9
2025 Q2	$11.1M	Buy	122,842 +11,695	+11%	+$917K	2.7%	10
2025 Q1	$8.18M	Buy	111,147 +6,707	+6%	+$531K	2.26%	14
2024 Q4	$8.19M	Buy	104,440 +6,453	+7%	+$517K	2.23%	15
2024 Q3	$7.87M	Buy	+97,987	New	+$7.51M	2.17%	14

Other funds holding TDIV

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crumly & Associates's TDIV Position: Q2 2026 in Review

Crumly & Associates reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 4.3% in Q2 2026, selling an estimated $501K and leaving 99,902 shares worth $11.5M. The position accounts for 2.2% of the portfolio, ranked #15.

Crumly & Associates first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.5M in Q4 2025. 66 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Crumly & Associates held 99,902 shares of First Trust NASDAQ Technology Dividend Index Fund worth $11.5M as of Q2 2026.
Crumly & Associates sold 4,524 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $501K.
First Trust NASDAQ Technology Dividend Index Fund made up 2.2% of Crumly & Associates's portfolio in Q2 2026, its #15 holding.
Crumly & Associates first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
Crumly & Associates's First Trust NASDAQ Technology Dividend Index Fund position peaked at $13.5M in Q4 2025.
66 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.