Evelyn Partners Investment Management Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Evelyn Partners Investment Management Services’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
2025 Q3	–	Sell	-350	Closed	-$31.6K	–	270
2025 Q2	$31.6K	Hold	350	–	–	﹤0.01%	187
2025 Q1	$25.8K	Hold	350	–	–	﹤0.01%	198
2024 Q4	$27.5K	Buy	+350	New	+$28K	﹤0.01%	199

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evelyn Partners Investment Management Services's TDIV Position: Q3 2025 in Review

Evelyn Partners Investment Management Services sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2025, closing a stake of 350 shares — an estimated $31.6K sold.

Evelyn Partners Investment Management Services first reported a position in TDIV in Q4 2024 and held it in 3 quarters. The position peaked at $31.6K in Q2 2025. 381 funds tracked by Wall St. Rank hold TDIV as of Q3 2025.

Evelyn Partners Investment Management Services reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 350 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2025, an estimated $31.6K.
Evelyn Partners Investment Management Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and held it in 3 quarters.
Evelyn Partners Investment Management Services's First Trust NASDAQ Technology Dividend Index Fund position peaked at $31.6K in Q2 2025.
381 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.