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DHJJ Financial Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

DHJJ Financial Advisors’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 		$2.19M Sell
19,084
-188
-1% -$20.8K 0.63% 28
2026
Q1 		$1.81M Sell
19,272
-365
-2% -$35.6K 0.6% 30
2025
Q4 		$1.9M Sell
19,637
-748
-4% -$73.5K 0.63% 29
2025
Q3 		$2.01M Buy
20,385
+10
+0% +$933 0.68% 29
2025
Q2 		$1.84M Sell
20,375
-332
-2% -$26K 0.66% 28
2025
Q1 		$1.52M Sell
20,707
-410
-2% -$32.5K 0.61% 30
2024
Q4 		$1.66M Sell
21,117
-181
-0.8% -$14.5K 0.65% 28
2024
Q3 		$1.71M Sell
21,298
-265
-1% -$20.3K 0.68% 28
2024
Q2 		$1.63M Sell
21,563
-168
-0.8% -$11.9K 0.69% 28
2024
Q1 		$1.51M Sell
21,731
-175
-0.8% -$11.7K 0.67% 30
2023
Q4 		$1.4M Sell
21,906
-852
-4% -$50.4K 0.66% 31
2023
Q3 		$1.28M Sell
22,758
-1,490
-6% -$86.9K 0.65% 35
2023
Q2 		$1.42M Sell
24,248
-405
-2% -$22.1K 0.74% 32
2023
Q1 		$1.33M Sell
24,653
-193
-0.8% -$9.89K 0.72% 34
2022
Q4 		$1.19M Sell
24,846
-609
-2% -$29K 0.68% 35
2022
Q3 		$1.11M Sell
25,455
-427
-2% -$21.7K 0.65% 35
2022
Q2 		$1.3M Sell
25,882
-16
-0.1% -$869 0.73% 35
2022
Q1 		$1.51M Sell
25,898
-31
-0.1% -$1.84K 0.73% 35
2021
Q4 		$1.63M Sell
25,929
-136
-0.5% -$8.13K 0.76% 34
2021
Q3 		$1.47M Sell
26,065
-265
-1% -$15.4K 0.76% 35
2021
Q2 		$1.51M Sell
26,330
-135
-0.5% -$7.59K 0.8% 32
2021
Q1 		$1.43M Sell
26,465
-80
-0.3% -$4.16K 0.83% 32
2020
Q4 		$1.31M Buy
+26,545
New +$1.23M 0.83% 31

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHJJ Financial Advisors's TDIV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.98% in Q2 2026, selling an estimated $20.8K and leaving 19,084 shares worth $2.19M. The position accounts for 0.63% of the portfolio, ranked #28.

DHJJ Financial Advisors first reported a position in TDIV in Q4 2020 and has held it in 23 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • DHJJ Financial Advisors held 19,084 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.19M as of Q2 2026.
  • DHJJ Financial Advisors sold 188 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $20.8K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.63% of DHJJ Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • DHJJ Financial Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.