Golden State Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Golden State Wealth 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
2026 Q2	$1.6M	Sell	13,932 -82	-0.6%	-$9.09K	0.15%	141
2026 Q1	$1.31M	Sell	14,014 -814	-5%	-$79.4K	0.14%	138
2025 Q4	$1.44M	Buy	14,828 +9	+0.1%	+$885	0.15%	116
2025 Q3	$1.46M	Sell	14,819 -525	-3%	-$49K	0.16%	107
2025 Q2	$1.38M	Sell	15,344 -372	-2%	-$29.2K	0.17%	108
2025 Q1	$1.16M	Sell	15,716 -912	-5%	-$72.2K	0.17%	110
2024 Q4	$1.3M	Buy	+16,628	New	+$1.33M	0.2%	94
2022 Q1	$1.77M	Buy	30,056 +2,134	+8%	+$127K	0.35%	56
2021 Q4	$1.75M	Buy	27,922 +1,306	+5%	+$78K	0.3%	58
2021 Q3	$1.5M	Buy	26,616 +1,710	+7%	+$99.1K	0.33%	57
2021 Q2	$1.43M	Buy	24,906 +3,207	+15%	+$180K	0.31%	63
2021 Q1	$1.17M	Buy	21,699 +8,540	+65%	+$444K	0.39%	48
2020 Q4	$651K	Buy	13,159 +1,043	+9%	+$48.4K	0.19%	107
2020 Q3	$530K	Buy	+12,116	New	+$531K	0.18%	96

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

Golden State Wealth Management's TDIV Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.59% in Q2 2026, selling an estimated $9.09K and leaving 13,932 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #141.

Golden State Wealth Management first reported a position in TDIV in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.77M in Q1 2022. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Golden State Wealth Management held 13,932 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.6M as of Q2 2026.
Golden State Wealth Management sold 82 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $9.09K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #141 holding.
Golden State Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2020 and has held it in 14 quarters since.
Golden State Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.77M in Q1 2022.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.