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

Iams 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	$4.35M	Sell	37,891 -1,181	-3%	-$131K	1.31%	15
2026 Q1	$3.66M	Buy	39,072 +975	+3%	+$95.2K	1.28%	13
2025 Q4	$3.69M	Sell	38,097 -1,345	-3%	-$132K	1.33%	15
2025 Q3	$3.89M	Sell	39,442 -882	-2%	-$82.3K	1.56%	9
2025 Q2	$3.64M	Sell	40,324 -7,449	-16%	-$584K	1.67%	9
2025 Q1	$3.52M	Buy	47,773 +6,543	+16%	+$518K	1.61%	8
2024 Q4	$3.23M	Buy	41,230 +1,974	+5%	+$158K	1.48%	14
2024 Q3	$3.15M	Buy	39,256 +4,289	+12%	+$329K	1.55%	12
2024 Q2	$2.65M	Sell	34,967 -9,861	-22%	-$701K	1.45%	11
2024 Q1	$3.02M	Sell	44,828 -556	-1%	-$37.2K	1.85%	12
2023 Q4	$2.91M	Buy	45,384 +3,928	+9%	+$233K	1.88%	14
2023 Q3	$2.33M	Buy	+41,456	New	+$2.42M	1.61%	14
2023 Q2	–	Sell	-32,004	Closed	-$1.74M	–	217
2023 Q1	$1.71M	Buy	32,004 +13,276	+71%	+$681K	1.42%	14
2022 Q4	$895K	Buy	+18,728	New	+$893K	0.91%	35

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

Iams Wealth Management's TDIV Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 3% in Q2 2026, selling an estimated $131K and leaving 37,891 shares worth $4.35M. The position accounts for 1.31% of the portfolio, ranked #15.

Iams Wealth Management first reported a position in TDIV in Q4 2022 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Iams Wealth Management held 37,891 shares of First Trust NASDAQ Technology Dividend Index Fund worth $4.35M as of Q2 2026.
Iams Wealth Management sold 1,181 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $131K.
First Trust NASDAQ Technology Dividend Index Fund made up 1.31% of Iams Wealth Management's portfolio in Q2 2026, its #15 holding.
Iams Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and has held it in 14 quarters since.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.