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Marshall Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Marshall Investment 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
Q1 		$1.97M Buy
21,004
+1,917
+10% +$187K 0.94% 37
2025
Q4 		$1.85M Sell
19,087
-13
-0.1% -$1.28K 0.93% 38
2025
Q3 		$1.88M Buy
+19,100
New +$1.78M 1% 36

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Investment Management's TDIV Position: Q1 2026 in Review

Marshall Investment Management increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 10% in Q1 2026, buying an estimated $187K and bringing the position to 21,004 shares worth $1.97M. The position accounts for 0.94% of the portfolio, ranked #37.

Marshall Investment Management first reported a position in TDIV in Q3 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

  • Marshall Investment Management held 21,004 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.97M as of Q1 2026.
  • Marshall Investment Management bought 1,917 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $187K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.94% of Marshall Investment Management's portfolio in Q1 2026, its #37 holding.
  • Marshall Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.