Jim Simons’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Jim Simons’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	-6,900	Closed	-$668K	–	3682
2025 Q4	$668K	Sell	6,900 -7,400	-52%	-$728K	﹤0.01%	2465
2025 Q3	$1.41M	Buy	14,300 +4,300	+43%	+$401K	﹤0.01%	2299
2025 Q2	$902K	Buy	10,000 +3,300	+49%	+$259K	﹤0.01%	2573
2025 Q1	$493K	Buy	+6,700	New	+$531K	﹤0.01%	2752
2022 Q4	–	Sell	-5,000	Closed	-$219K	–	4410
2022 Q3	$219K	Sell	5,000 -3,500	-41%	-$178K	﹤0.01%	3351
2022 Q2	$426K	Buy	8,500 +3,100	+57%	+$168K	﹤0.01%	3248
2022 Q1	$318K	Buy	5,400 +900	+20%	+$53.4K	﹤0.01%	3447
2021 Q4	$283K	Sell	4,500 -600	-12%	-$35.8K	﹤0.01%	3366
2021 Q3	$288K	Buy	+5,100	New	+$296K	﹤0.01%	3094

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's TDIV Position: Q1 2026 in Review

Jim Simons sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q1 2026, closing a stake of 6,900 shares — an estimated $668K sold.

Jim Simons first reported a position in TDIV in Q3 2021 and held it in 9 quarters. The position peaked at $1.41M in Q3 2025. 401 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Jim Simons reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 6,900 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $668K.
Jim Simons first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2021 and held it in 9 quarters.
Jim Simons's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.41M in Q3 2025.
401 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.