CX Institutional’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

CX Institutional’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 Q3	$236K	Sell	2,095 -711	-25%	-$80.6K	0.01%	703
2026 Q2	$322K	Sell	2,806 -401	-13%	-$44.4K	0.01%	602
2026 Q1	$300K	Sell	3,207 -958	-23%	-$93.5K	0.01%	605
2025 Q4	$403K	Sell	4,165 -2,963	-42%	-$291K	0.01%	478
2025 Q3	$703K	Buy	+7,128	New	+$665K	0.02%	354

Other funds holding TDIV

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CX Institutional's TDIV Position: Q3 2026 in Review

CX Institutional reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 25% in Q3 2026, selling an estimated $80.6K and leaving 2,095 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #703.

CX Institutional first reported a position in TDIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $703K in Q3 2025. 129 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

CX Institutional held 2,095 shares of First Trust NASDAQ Technology Dividend Index Fund worth $236K as of Q3 2026.
CX Institutional sold 711 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $80.6K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #703 holding.
CX Institutional first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's First Trust NASDAQ Technology Dividend Index Fund position peaked at $703K in Q3 2025.
129 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.