Key Client Fiduciary Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Key Client Fiduciary Advisors’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	$465K	Buy	4,044 +10	+0.2%	+$1.11K	0.14%	137
2026 Q1	$378K	Buy	4,034 +112	+3%	+$10.9K	0.13%	141
2025 Q4	$380K	Buy	3,922 +149	+4%	+$14.6K	0.13%	139
2025 Q3	$372K	Buy	3,773 +47	+1%	+$4.39K	0.13%	143
2025 Q2	$336K	Sell	3,726 -6	-0.2%	-$471	0.14%	146
2025 Q1	$275K	Buy	3,732 +197	+6%	+$15.6K	0.13%	156
2024 Q4	$277K	Buy	3,535 +104	+3%	+$8.33K	0.12%	153
2024 Q3	$276K	Buy	3,431 +7	+0.2%	+$536	0.13%	156
2024 Q2	$259K	Buy	3,424 +264	+8%	+$18.8K	0.13%	151
2024 Q1	$220K	Buy	+3,160	New	+$211K	0.12%	163

Other funds holding TDIV

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

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

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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM