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

Kingsview 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	$3.63M	Buy	31,629 +7,437	+31%	+$824K	0.04%	405
2026 Q1	$2.27M	Buy	24,192 +1,594	+7%	+$156K	0.03%	485
2025 Q4	$2.19M	Sell	22,598 -54	-0.2%	-$5.31K	0.03%	463
2025 Q3	$2.23M	Buy	22,652 +380	+2%	+$35.5K	0.03%	439
2025 Q2	$2.01M	Sell	22,272 -331	-1%	-$26K	0.03%	435
2025 Q1	$1.66M	Sell	22,603 -255	-1%	-$20.2K	0.03%	424
2024 Q4	$1.79M	Buy	22,858 +51	+0.2%	+$4.09K	0.03%	407
2024 Q3	$1.83M	Sell	22,807 -465	-2%	-$35.6K	0.04%	390
2024 Q2	$1.76M	Sell	23,272 -256	-1%	-$18.2K	0.04%	383
2024 Q1	$1.64M	Sell	23,528 -279	-1%	-$18.7K	0.04%	382
2023 Q4	$1.53M	Sell	23,807 -37	-0.2%	-$2.19K	0.05%	344
2023 Q3	$1.34M	Buy	23,844 +1,575	+7%	+$91.9K	0.05%	369
2023 Q2	$1.31M	Buy	22,269 +568	+3%	+$30.9K	0.05%	326
2023 Q1	$1.17M	Buy	21,701 +196	+0.9%	+$10K	0.05%	352
2022 Q4	$1.03M	Buy	21,505 +408	+2%	+$19.5K	0.04%	344
2022 Q3	$922K	Buy	21,097 +1,289	+7%	+$65.6K	0.04%	345
2022 Q2	$994K	Sell	19,808 -141	-0.7%	-$7.66K	0.05%	368
2022 Q1	$1.18M	Buy	19,949 +275	+1%	+$16.3K	0.05%	345
2021 Q4	$1.24M	Sell	19,674 -12,591	-39%	-$752K	0.05%	334
2021 Q3	$1.82M	Buy	32,265 +14,181	+78%	+$822K	0.09%	247
2021 Q2	$1.03M	Buy	18,084 +638	+4%	+$35.9K	0.05%	371
2021 Q1	$955K	Buy	17,446 +1,067	+7%	+$55.4K	0.05%	340
2020 Q4	$810K	Buy	16,379 +2,354	+17%	+$109K	0.06%	323
2020 Q3	$614K	Buy	14,025 +2,006	+17%	+$87.9K	0.06%	318
2020 Q2	$501K	Buy	12,019 +2,724	+29%	+$107K	0.05%	329
2020 Q1	$329K	Buy	+9,295	New	+$383K	0.04%	336

Other funds holding TDIV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kingsview Wealth Management increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 31% in Q2 2026, buying an estimated $824K and bringing the position to 31,629 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #405.

Kingsview Wealth Management first reported a position in TDIV in Q1 2020 and has held it in 26 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Kingsview Wealth Management held 31,629 shares of First Trust NASDAQ Technology Dividend Index Fund worth $3.63M as of Q2 2026.
Kingsview Wealth Management bought 7,437 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $824K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #405 holding.
Kingsview Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2020 and has held it in 26 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.