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Kuhn & Co Investment Counsel’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Kuhn & Co Investment Counsel’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 		$230K Buy
+2,000
New +$222K 0.13% 139

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kuhn & Co Investment Counsel's TDIV Position: Q2 2026 in Review

Kuhn & Co Investment Counsel opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 2,000 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #139 among its holdings.

440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Kuhn & Co Investment Counsel held 2,000 shares of First Trust NASDAQ Technology Dividend Index Fund worth $230K as of Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Kuhn & Co Investment Counsel position in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.13% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #139 holding.
  • 440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.