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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
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

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
VPW
Vaquero Private Wealth 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

CX Institutional's TDIV Position: Q2 2026 in Review

CX Institutional reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 13% in Q2 2026, selling an estimated $44.4K and leaving 2,806 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #602.

CX Institutional first reported a position in TDIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $703K in Q3 2025. 99 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • CX Institutional held 2,806 shares of First Trust NASDAQ Technology Dividend Index Fund worth $322K as of Q2 2026.
  • CX Institutional sold 401 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $44.4K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of CX Institutional's portfolio in Q2 2026, its #602 holding.
  • CX Institutional first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's First Trust NASDAQ Technology Dividend Index Fund position peaked at $703K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.