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 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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Advisor Solutions's TDIV Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 2,477 shares — an estimated $232K sold.

Focus Partners Advisor Solutions first reported a position in TDIV in Q2 2025 and held it in 4 quarters. The position peaked at $365K in Q3 2025. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 2,477 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $232K.
Focus Partners Advisor Solutions first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and held it in 4 quarters.
Focus Partners Advisor Solutions's First Trust NASDAQ Technology Dividend Index Fund position peaked at $365K in Q3 2025.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.