Kraematon Investment Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Kraematon Investment 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	$450K	Buy	3,915 +5	+0.1%	+$554	0.33%	74
2026 Q1	$366K	Sell	3,910 -95	-2%	-$9.27K	0.3%	78
2025 Q4	$388K	Buy	4,005 +7	+0.2%	+$688	0.31%	71
2025 Q3	$394K	Buy	3,998 +4	+0.1%	+$373	0.34%	66
2025 Q2	$360K	Buy	3,994 +5	+0.1%	+$392	0.34%	66
2025 Q1	$294K	Buy	3,989 +5	+0.1%	+$396	0.3%	71
2024 Q4	$313K	Buy	3,984 +93	+2%	+$7.45K	0.31%	67
2024 Q3	$312K	Buy	3,891 +5	+0.1%	+$383	0.31%	66
2024 Q2	$294K	Buy	3,886 +6	+0.2%	+$427	0.3%	70
2024 Q1	$270K	Sell	3,880 -71	-2%	-$4.75K	0.27%	72
2023 Q4	$253K	Buy	3,951 +10	+0.3%	+$592	0.28%	72
2023 Q3	$221K	Buy	3,941 +6	+0.2%	+$350	0.27%	73
2023 Q2	$231K	Buy	3,935 +6	+0.2%	+$327	0.25%	77
2023 Q1	$213K	Buy	3,929 +190	+5%	+$9.74K	0.25%	77
2022 Q4	$179K	Buy	+3,739	New	+$178K	0.19%	88
2022 Q2	–	Sell	-3,633	Closed	-$214K	–	90
2022 Q1	$214K	Sell	3,633 -277	-7%	-$16.4K	0.2%	90
2021 Q4	$246K	Buy	+3,910	New	+$234K	0.22%	84

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

Kraematon Investment Advisors's TDIV Position: Q2 2026 in Review

Kraematon Investment Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.13% in Q2 2026, buying an estimated $554 and bringing the position to 3,915 shares worth $450K. The position accounts for 0.33% of the portfolio, ranked #74.

Kraematon Investment Advisors first reported a position in TDIV in Q4 2021 and has held it in 17 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Kraematon Investment Advisors held 3,915 shares of First Trust NASDAQ Technology Dividend Index Fund worth $450K as of Q2 2026.
Kraematon Investment Advisors bought 5 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $554.
First Trust NASDAQ Technology Dividend Index Fund made up 0.33% of Kraematon Investment Advisors's portfolio in Q2 2026, its #74 holding.
Kraematon Investment Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and has held it in 17 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.