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

Elevation 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 		$64K Buy
557
+2
+0.4% +$222 0.02% 248
2026
Q1 		$52K Buy
555
+2
+0.4% +$195 0.02% 237
2025
Q4 		$53.6K Buy
553
+2
+0.4% +$197 0.02% 232
2025
Q3 		$54.3K Buy
+551
New +$51.4K 0.02% 235

Other funds holding TDIV

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Elevation Wealth Partners increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.36% in Q2 2026, buying an estimated $222 and bringing the position to 557 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #248.

Elevation Wealth Partners first reported a position in TDIV in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Elevation Wealth Partners held 557 shares of First Trust NASDAQ Technology Dividend Index Fund worth $64K as of Q2 2026.
  • Elevation Wealth Partners bought 2 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $222.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Elevation Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.