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

IAG 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 Q1	–	Sell	-30	Closed	-$2.9K	–	529
2025 Q4	$2.9K	Hold	30	–	–	﹤0.01%	436
2025 Q3	$2.96K	Buy	+30	New	+$2.8K	﹤0.01%	452
2024 Q2	–	Sell	-265	Closed	-$18.5K	–	521
2024 Q1	$18.5K	Hold	265	–	–	﹤0.01%	244
2023 Q4	$17K	Hold	265	–	–	﹤0.01%	247
2023 Q3	$14.9K	Hold	265	–	–	﹤0.01%	256
2023 Q2	$15.5K	Hold	265	–	–	﹤0.01%	263
2023 Q1	$14.3K	Buy	+265	New	+$13.6K	﹤0.01%	264

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

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

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

IAG Wealth Partners's TDIV Position: Q1 2026 in Review

IAG Wealth Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2026, closing a stake of 30 shares — an estimated $2.9K sold.

IAG Wealth Partners first reported a position in TDIV in Q1 2023 and held it in 7 quarters. The position peaked at $18.5K in Q1 2024. 403 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

IAG Wealth Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 30 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $2.9K.
IAG Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2023 and held it in 7 quarters.
IAG Wealth Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $18.5K in Q1 2024.
403 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.