KWM
TDIV icon

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

Kaydan 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 		$3.44M Sell
29,923
-50
-0.2% -$5.54K 1.05% 20
2026
Q1 		$2.81M Sell
29,973
-109
-0.4% -$10.6K 0.94% 21
2025
Q4 		$2.91M Buy
30,082
+94
+0.3% +$9.24K 0.84% 21
2025
Q3 		$2.96M Buy
29,988
+538
+2% +$50.2K 0.84% 25
2025
Q2 		$2.66M Sell
29,450
-324
-1% -$25.4K 0.87% 23
2025
Q1 		$2.19M Buy
29,774
+165
+0.6% +$13.1K 0.7% 24
2024
Q4 		$2.32M Sell
29,609
-489
-2% -$39.2K 0.77% 22
2024
Q3 		$2.42M Sell
30,098
-1,113
-4% -$85.3K 0.71% 19
2024
Q2 		$2.36M Sell
31,211
-957
-3% -$68.1K 0.84% 19
2024
Q1 		$2.24M Buy
32,168
+240
+0.8% +$16.1K 0.76% 19
2023
Q4 		$2.05M Sell
31,928
-315
-1% -$18.6K 0.83% 20
2023
Q3 		$1.81M Sell
32,243
-612
-2% -$35.7K 0.72% 18
2023
Q2 		$1.93M Sell
32,855
-27
-0.1% -$1.47K 0.81% 17
2023
Q1 		$1.78M Sell
32,882
-1,173
-3% -$60.1K 0.73% 17
2022
Q4 		$1.63M Sell
34,055
-1,964
-5% -$93.6K 0.65% 21
2022
Q3 		$1.57M Sell
36,019
-1,957
-5% -$99.6K 0.87% 16
2022
Q2 		$1.91M Buy
37,976
+109
+0.3% +$5.92K 1.06% 14
2022
Q1 		$2.23M Buy
37,867
+379
+1% +$22.5K 0.99% 19
2021
Q4 		$2.36M Buy
+37,488
New +$2.24M 0.89% 19

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

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

Kaydan Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.17% in Q2 2026, selling an estimated $5.54K and leaving 29,923 shares worth $3.44M. The position accounts for 1.05% of the portfolio, ranked #20.

Kaydan Wealth Management first reported a position in TDIV in Q4 2021 and has held it in 19 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Kaydan Wealth Management held 29,923 shares of First Trust NASDAQ Technology Dividend Index Fund worth $3.44M as of Q2 2026.
  • Kaydan Wealth Management sold 50 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $5.54K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 1.05% of Kaydan Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Kaydan Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.