Independent Wealth Network’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Independent Wealth Network’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	$287K	Buy	2,495 +225	+10%	+$24.9K	0.07%	255
2026 Q1	$213K	Buy	2,270 +64	+3%	+$6.25K	0.06%	275
2025 Q4	$214K	Buy	2,206 +88	+4%	+$8.65K	0.07%	256
2025 Q3	$209K	Buy	+2,118	New	+$198K	0.07%	257
2023 Q1	–	Sell	-4,484	Closed	-$214K	–	208
2022 Q4	$214K	Sell	4,484 -1,016	-18%	-$48.4K	0.15%	168
2022 Q3	$240K	Buy	5,500 +526	+11%	+$26.8K	0.19%	144
2022 Q2	$250K	Buy	4,974 +1,179	+31%	+$64.1K	0.18%	143
2022 Q1	$224K	Buy	+3,795	New	+$225K	0.14%	175

Other funds holding TDIV

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Independent Wealth Network's TDIV Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 9.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,495 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #255.

Independent Wealth Network first reported a position in TDIV in Q1 2022 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Independent Wealth Network held 2,495 shares of First Trust NASDAQ Technology Dividend Index Fund worth $287K as of Q2 2026.
Independent Wealth Network bought 225 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $24.9K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #255 holding.
Independent Wealth Network first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2022 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.