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Regatta Research & Money Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Regatta Research & Money Management’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 		$47.1K Buy
+410
New +$45.4K 0.04% 268

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Regatta Research & Money Management's TDIV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 410 shares worth $47.1K. The stake represents 0.04% of the portfolio and ranks #268 among its holdings.

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

  • Regatta Research & Money Management held 410 shares of First Trust NASDAQ Technology Dividend Index Fund worth $47.1K as of Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #268 holding.
  • 363 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.