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Independent Financial Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Independent Financial Group’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 		$2.06M Sell
17,942
-381
-2% -$42.2K 0.04% 444
2026
Q1 		$1.72M Sell
18,323
-2,125
-10% -$207K 0.04% 436
2025
Q4 		$1.98M Buy
20,448
+5,485
+37% +$539K 0.04% 394
2025
Q3 		$1.48M Buy
14,963
+1,778
+13% +$166K 0.04% 482
2025
Q2 		$1.19M Buy
13,185
+1,357
+11% +$106K 0.03% 492
2025
Q1 		$871K Buy
11,828
+270
+2% +$21.4K 0.03% 516
2024
Q4 		$907K Buy
11,558
+2,029
+21% +$163K 0.03% 504
2024
Q3 		$765K Buy
9,529
+2,135
+29% +$164K 0.03% 519
2024
Q2 		$559K Buy
7,394
+1,751
+31% +$125K 0.02% 567
2024
Q1 		$393K Buy
5,643
+525
+10% +$35.1K 0.02% 671
2023
Q4 		$328K Buy
+5,118
New +$303K 0.02% 682
2022
Q2 		– Sell
-6,279
Closed -$370K – 810
2022
Q1 		$370K Sell
6,279
-100
-2% -$5.93K 0.03% 528
2021
Q4 		$401K Buy
6,379
+132
+2% +$7.89K 0.03% 488
2021
Q3 		$353K Buy
+6,247
New +$362K 0.04% 471

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

Independent Financial Group's TDIV Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 2.1% in Q2 2026, selling an estimated $42.2K and leaving 17,942 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #444.

Independent Financial Group first reported a position in TDIV in Q3 2021 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Independent Financial Group held 17,942 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.06M as of Q2 2026.
  • Independent Financial Group sold 381 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $42.2K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #444 holding.
  • Independent Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2021 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.