Lloyd Advisory Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Lloyd Advisory Services’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	$11.6K	Buy	+101	New	+$11.2K	﹤0.01%	361
2026 Q1	–	Sell	-36	Closed	-$3.52K	–	1030
2025 Q4	$3.52K	Buy	+36	New	+$3.54K	﹤0.01%	426
2022 Q2	–	Sell	-41	Closed	-$2K	–	494
2022 Q1	$2K	Buy	+41	New	+$2.43K	﹤0.01%	541
2020 Q1	–	Sell	-109	Closed	-$5K	–	396
2019 Q4	$5K	Buy	+109	New	+$4.51K	﹤0.01%	257

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 22.9% 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

Lloyd Advisory Services's TDIV Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 101 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in TDIV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in TDIV in Q4 2019 and has held it in 4 quarters since. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Lloyd Advisory Services held 101 shares of First Trust NASDAQ Technology Dividend Index Fund worth $11.6K as of Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #361 holding.
Lloyd Advisory Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and has held it in 4 quarters since.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.