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 Q3	$2.05M	Buy	18,171 +229	+1%	+$26K	0.04%	451
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Independent Financial Group's TDIV Position: Q3 2026 in Review

Independent Financial Group increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.3% in Q3 2026, buying an estimated $26K and bringing the position to 18,171 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #451.

Independent Financial Group first reported a position in TDIV in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.06M in Q2 2026. 43 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Independent Financial Group held 18,171 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.05M as of Q3 2026.
Independent Financial Group bought 229 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $26K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #451 holding.
Independent Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2021 and has held it in 15 quarters since.
Independent Financial Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.06M in Q2 2026.
43 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.