Kingswood Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Kingswood Wealth 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	$1.87M	Sell	16,284 -65	-0.4%	-$7.2K	0.08%	273
2026 Q1	$1.53M	Buy	16,349 +650	+4%	+$63.4K	0.07%	278
2025 Q4	$1.52M	Buy	15,699 +584	+4%	+$57.4K	0.07%	267
2025 Q3	$1.49M	Buy	15,115 +109	+0.7%	+$10.2K	0.09%	229
2025 Q2	$1.35M	Hold	15,006	–	–	0.11%	207
2025 Q1	$1.11M	Sell	15,006 -12,765	-46%	-$1.01M	0.1%	224
2024 Q4	$2.18M	Buy	27,771 +14,306	+106%	+$1.15M	0.16%	139
2024 Q3	$1.08M	Sell	13,465 -378	-3%	-$29K	0.08%	273
2024 Q2	$1.05M	Buy	13,843 +2,428	+21%	+$173K	0.09%	224
2024 Q1	$795K	Buy	+11,415	New	+$764K	0.09%	244
2023 Q3	–	Sell	-9,750	Closed	-$572K	–	472
2023 Q2	$572K	Buy	+9,750	New	+$531K	0.18%	124

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

Kingswood Wealth Advisors's TDIV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.4% in Q2 2026, selling an estimated $7.2K and leaving 16,284 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #273.

Kingswood Wealth Advisors first reported a position in TDIV in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2024. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Kingswood Wealth Advisors held 16,284 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.87M as of Q2 2026.
Kingswood Wealth Advisors sold 65 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $7.2K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #273 holding.
Kingswood Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.18M in Q4 2024.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.