Guardian Wealth Advisors (North Carolina)’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,328	Closed	-$124K	–	576
2026 Q1	$124K	Buy	+1,328	New	+$130K	0.01%	379
2025 Q3	–	Sell	-1,328	Closed	-$120K	–	530
2025 Q2	$120K	Hold	1,328	–	–	0.01%	355
2025 Q1	$97.8K	Sell	1,328 -3	-0.2%	-$238	0.01%	350
2024 Q4	$104K	Hold	1,331	–	–	0.01%	336
2024 Q3	$107K	Hold	1,331	–	–	0.01%	281
2024 Q2	$101K	Buy	1,331 +658	+98%	+$46.8K	0.01%	270
2024 Q1	$46.9K	Hold	673	–	–	0.01%	323
2023 Q4	$43.1K	Sell	673 -50	-7%	-$2.96K	0.01%	314
2023 Q3	$40.6K	Sell	723 -54	-7%	-$3.15K	0.01%	308
2023 Q2	$45.6K	Sell	777 -60	-7%	-$3.27K	0.01%	289
2023 Q1	$45.3K	Hold	837	–	–	0.01%	278
2022 Q4	$40K	Hold	837	–	–	0.01%	267
2022 Q3	$37K	Hold	837	–	–	0.01%	247
2022 Q2	$42K	Buy	837 +783	+1,450%	+$42.5K	0.01%	242
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	240
2021 Q4	$3K	Buy	+54	New	+$3.23K	﹤0.01%	228

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

Guardian Wealth Advisors (North Carolina)'s TDIV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 1,328 shares — an estimated $124K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TDIV in Q4 2021 and held it in 16 quarters. The position peaked at $124K in Q1 2026. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,328 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $124K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust NASDAQ Technology Dividend Index Fund position peaked at $124K in Q1 2026.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.