Martin Worley Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Martin Worley Group’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 Q2	$263K	Buy	+2,915	New	+$229K	0.13%	82

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Martin Worley Group's TDIV Position: Q2 2025 in Review

Martin Worley Group opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2025: 2,915 shares worth $263K. The stake represents 0.13% of the portfolio and ranks #82 among its holdings.

375 funds tracked by Wall St. Rank hold TDIV as of Q2 2025.

Martin Worley Group held 2,915 shares of First Trust NASDAQ Technology Dividend Index Fund worth $263K as of Q2 2025.
First Trust NASDAQ Technology Dividend Index Fund was a new Martin Worley Group position in Q2 2025.
First Trust NASDAQ Technology Dividend Index Fund made up 0.13% of Martin Worley Group's portfolio in Q2 2025, its #82 holding.
375 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.