LeClair Wealth Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

LeClair Wealth Partners’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	$2.05M	Buy	+17,809	New	+$1.97M	1.06%	29
2026 Q1	–	Sell	-18,027	Closed	-$1.75M	–	182
2025 Q4	$1.75M	Hold	18,027	–	–	1.01%	30
2025 Q3	$1.78M	Sell	18,027 -105	-0.6%	-$9.8K	1.11%	23
2025 Q2	$1.63M	Sell	18,132 -331	-2%	-$26K	1.11%	23
2025 Q1	$1.36M	Sell	18,463 -2,278	-11%	-$180K	0.98%	26
2024 Q4	$1.63M	Buy	+20,741	New	+$1.66M	1.09%	23

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

LeClair Wealth Partners's TDIV Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 17,809 shares worth $2.05M. The stake represents 1.06% of the portfolio and ranks #29 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in TDIV as recently as Q4 2025.

LeClair Wealth Partners first reported a position in TDIV in Q4 2024 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

LeClair Wealth Partners held 17,809 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.05M as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new LeClair Wealth Partners position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 1.06% of LeClair Wealth Partners's portfolio in Q2 2026, its #29 holding.
LeClair Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 6 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.