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

Marcum Wealth’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
2025
Q1 		$207K Buy
2,807
+11
+0.4% +$871 0.02% 362
2024
Q4 		$219K Buy
2,796
+15
+0.5% +$1.2K 0.02% 346
2024
Q3 		$223K Buy
+2,781
New +$213K 0.02% 340

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marcum Wealth's TDIV Position: Q1 2025 in Review

Marcum Wealth increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.39% in Q1 2025, buying an estimated $871 and bringing the position to 2,807 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #362.

Marcum Wealth first reported a position in TDIV in Q3 2024 and has held it in 3 quarters since. The position peaked at $223K in Q3 2024. 357 funds tracked by Wall St. Rank hold TDIV as of Q1 2025.

  • Marcum Wealth held 2,807 shares of First Trust NASDAQ Technology Dividend Index Fund worth $207K as of Q1 2025.
  • Marcum Wealth bought 11 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2025, an estimated $871.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #362 holding.
  • Marcum Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $223K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.