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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
Q3 		$63.1K Buy
559
+2
+0.4% +$227 0.02% 317
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

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Elevation Wealth Partners's TDIV Position: Q3 2026 in Review

Elevation Wealth Partners increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.36% in Q3 2026, buying an estimated $227 and bringing the position to 559 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #317.

Elevation Wealth Partners first reported a position in TDIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $64K in Q2 2026. 36 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Elevation Wealth Partners held 559 shares of First Trust NASDAQ Technology Dividend Index Fund worth $63.1K as of Q3 2026.
  • Elevation Wealth Partners bought 2 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $227.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #317 holding.
  • Elevation Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $64K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.