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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaydan Wealth Management's TDIV Position: Q1 2026 in Review

Kaydan Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.36% in Q1 2026, selling an estimated $10.6K and leaving 29,973 shares worth $2.81M. The position accounts for 0.94% of the portfolio, ranked #21.

Kaydan Wealth Management first reported a position in TDIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.96M in Q3 2025. 398 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

  • Kaydan Wealth Management held 29,973 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.81M as of Q1 2026.
  • Kaydan Wealth Management sold 109 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $10.6K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.94% of Kaydan Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Kaydan Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Kaydan Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.96M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.