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Financial Advocates Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Financial Advocates Investment Management’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
-45,951
Closed -$4.14M – 542
2025
Q2 		$4.14M Buy
45,951
+3,085
+7% +$242K 0.34% 67
2025
Q1 		$3.16M Buy
42,866
+1,493
+4% +$118K 0.22% 104
2024
Q4 		$3.25M Buy
41,373
+4,256
+11% +$341K 0.18% 122
2024
Q3 		$2.98M Buy
37,117
+2,256
+6% +$173K 0.17% 130
2024
Q2 		$2.64M Buy
34,861
+10,792
+45% +$768K 0.16% 139
2024
Q1 		$1.68M Buy
24,069
+1,281
+6% +$85.7K 0.1% 208
2023
Q4 		$1.46M Buy
22,788
+993
+5% +$58.8K 0.1% 213
2023
Q3 		$1.22M Buy
21,795
+217
+1% +$12.7K 0.09% 234
2023
Q2 		$1.27M Buy
21,578
+7,139
+49% +$389K 0.09% 225
2023
Q1 		$781K Sell
14,439
-883
-6% -$45.3K 0.06% 333
2022
Q4 		$732K Buy
15,322
+794
+5% +$37.9K 0.05% 356
2022
Q3 		$635K Sell
14,528
-1,618
-10% -$82.3K 0.05% 352
2022
Q2 		$810K Sell
16,146
-3,369
-17% -$183K 0.07% 303
2022
Q1 		$1.15M Sell
19,515
-6,477
-25% -$384K 0.08% 275
2021
Q4 		$1.63M Sell
25,992
-440
-2% -$26.3K 0.1% 233
2021
Q3 		$1.49M Buy
26,432
+11,944
+82% +$692K 0.1% 239
2021
Q2 		$830K Sell
14,488
-327
-2% -$18.4K 0.06% 359
2021
Q1 		$800K Buy
14,815
+2
+0% +$104 0.06% 374
2020
Q4 		$733K Sell
14,813
-1,043
-7% -$48.4K 0.05% 366
2020
Q3 		$694K Buy
15,856
+1,053
+7% +$46.2K 0.06% 314
2020
Q2 		$618K Buy
+14,803
New +$582K 0.06% 326

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's TDIV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2025, closing a stake of 45,951 shares — an estimated $4.14M sold.

Financial Advocates Investment Management first reported a position in TDIV in Q2 2020 and held it in 21 quarters. The position peaked at $4.14M in Q2 2025. 381 funds tracked by Wall St. Rank hold TDIV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 45,951 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2025, an estimated $4.14M.
  • Financial Advocates Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.14M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.