Focus Partners Advisor Solutions’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Focus Partners Advisor Solutions’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	$346K	Buy	+3,070	New	+$348K	﹤0.01%	1041
2026 Q2	–	Sell	-2,477	Closed	-$232K	–	1412
2026 Q1	$232K	Hold	2,477	–	–	﹤0.01%	1088
2025 Q4	$240K	Sell	2,477 -1,233	-33%	-$121K	﹤0.01%	961
2025 Q3	$365K	Buy	3,710 +1,233	+50%	+$115K	﹤0.01%	836
2025 Q2	$223K	Buy	+2,477	New	+$194K	﹤0.01%	985

Other funds holding TDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Focus Partners Advisor Solutions's TDIV Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 3,070 shares worth $346K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in TDIV as recently as Q1 2026.

Focus Partners Advisor Solutions first reported a position in TDIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $365K in Q3 2025. 313 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Focus Partners Advisor Solutions held 3,070 shares of First Trust NASDAQ Technology Dividend Index Fund worth $346K as of Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Focus Partners Advisor Solutions position in Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1041 holding.
Focus Partners Advisor Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's First Trust NASDAQ Technology Dividend Index Fund position peaked at $365K in Q3 2025.
313 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.