Destiny Wealth Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Destiny Wealth Partners’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	$327K	Hold	2,959	–	–	0.05%	123
2026 Q1	$277K	Hold	2,959	–	–	0.03%	189
2025 Q4	$292K	Hold	2,959	–	–	0.03%	175
2025 Q3	$292K	Hold	2,959	–	–	0.04%	169
2025 Q2	$267K	Hold	2,959	–	–	0.04%	163
2025 Q1	$218K	Hold	2,959	–	–	0.03%	153
2024 Q4	$232K	Hold	2,959	–	–	0.04%	149
2024 Q3	$238K	Sell	2,959 -234	-7%	-$17.9K	0.04%	148
2024 Q2	$242K	Hold	3,193	–	–	0.04%	140
2024 Q1	$222K	Buy	+3,193	New	+$214K	0.04%	148
2023 Q1	–	Sell	-2,493	Closed	-$119K	–	593
2022 Q4	$119K	Hold	2,493	–	–	0.03%	218
2022 Q3	$109K	Hold	2,493	–	–	0.02%	220
2022 Q2	$125K	Hold	2,493	–	–	0.03%	221
2022 Q1	$147K	Hold	2,493	–	–	0.03%	186
2021 Q4	$157K	Hold	2,493	–	–	0.03%	199
2021 Q3	$141K	Buy	+2,493	New	+$144K	0.03%	194
2021 Q2	–	Sell	-2,493	Closed	-$135K	–	468
2021 Q1	$135K	Hold	2,493	–	–	0.03%	194
2020 Q4	$123K	Buy	+2,493	New	+$116K	0.03%	234

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 22.96% 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

Destiny Wealth Partners's TDIV Position: Q2 2026 in Review

Destiny Wealth Partners held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 2,959 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #123.

Destiny Wealth Partners first reported a position in TDIV in Q4 2020 and has held it in 18 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Destiny Wealth Partners held 2,959 shares of First Trust NASDAQ Technology Dividend Index Fund worth $327K as of Q2 2026.
Destiny Wealth Partners left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.05% of Destiny Wealth Partners's portfolio in Q2 2026, its #123 holding.
Destiny Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and has held it in 18 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.