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Gateway Wealth Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Gateway 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
Q2 		$7.28M Sell
63,406
-50,028
-44% -$5.54M 0.44% 63
2026
Q1 		$10.6M Buy
113,434
+62,765
+124% +$6.13M 0.41% 59
2025
Q4 		$4.91M Buy
50,669
+2,032
+4% +$200K 0.55% 49
2025
Q3 		$4.8M Buy
48,637
+3,228
+7% +$301K 0.65% 46
2025
Q2 		$4.09M Sell
45,409
-2,484
-5% -$195K 0.78% 37
2025
Q1 		$3.53M Buy
47,893
+9,922
+26% +$786K 0.79% 37
2024
Q4 		$2.98M Buy
37,971
+1,622
+4% +$130K 0.77% 34
2024
Q3 		$2.92M Sell
36,349
-899
-2% -$68.9K 0.8% 35
2024
Q2 		$2.82M Buy
37,248
+4,325
+13% +$308K 0.85% 28
2024
Q1 		$2.29M Buy
32,923
+2,892
+10% +$193K 0.82% 33
2023
Q4 		$1.92M Buy
30,031
+3,086
+11% +$183K 0.78% 32
2023
Q3 		$1.51M Buy
26,945
+9,161
+52% +$534K 0.27% 62
2023
Q2 		$1.04M Buy
17,784
+6,539
+58% +$356K 0.19% 79
2023
Q1 		$608K Buy
11,245
+3,158
+39% +$162K 0.09% 106
2022
Q4 		$386K Buy
+8,087
New +$386K 0.07% 126

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gateway Wealth Partners's TDIV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 44% in Q2 2026, selling an estimated $5.54M and leaving 63,406 shares worth $7.28M. The position accounts for 0.44% of the portfolio, ranked #63.

Gateway Wealth Partners first reported a position in TDIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q1 2026. 439 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Gateway Wealth Partners held 63,406 shares of First Trust NASDAQ Technology Dividend Index Fund worth $7.28M as of Q2 2026.
  • Gateway Wealth Partners sold 50,028 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $5.54M.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.44% of Gateway Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Gateway Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $10.6M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.