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

Mascoma Wealth 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	$9.65K	Hold	84	–	–	﹤0.01%	326
2026 Q1	$7.87K	Hold	84	–	–	﹤0.01%	340
2025 Q4	$8.13K	Hold	84	–	–	﹤0.01%	334
2025 Q3	$8.28K	Hold	84	–	–	﹤0.01%	339
2025 Q2	$7.57K	Hold	84	–	–	﹤0.01%	352
2025 Q1	$6.18K	Hold	84	–	–	﹤0.01%	379
2024 Q4	$6.59K	Hold	84	–	–	﹤0.01%	381
2024 Q3	$6.75K	Hold	84	–	–	﹤0.01%	361
2024 Q2	$6.36K	Hold	84	–	–	﹤0.01%	386
2024 Q1	$5.85K	Hold	84	–	–	﹤0.01%	370
2023 Q4	$5.38K	Hold	84	–	–	﹤0.01%	382
2023 Q3	$4.71K	Hold	84	–	–	﹤0.01%	397
2023 Q2	$4.92K	Sell	84 -308	-79%	-$16.8K	﹤0.01%	393
2023 Q1	$20.8K	Hold	392	–	–	0.01%	337
2022 Q4	$18.7K	Hold	392	–	–	0.01%	341
2022 Q3	$17K	Hold	392	–	–	0.01%	344
2022 Q2	$20K	Hold	392	–	–	0.01%	344
2022 Q1	$23K	Hold	392	–	–	0.01%	349
2021 Q4	$25K	Hold	392	–	–	0.01%	300
2021 Q3	$22K	Buy	+392	New	+$22.7K	0.01%	286
2021 Q2	–	Sell	-392	Closed	-$21K	–	390
2021 Q1	$21K	Buy	+392	New	+$20.4K	0.01%	290

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 22.96% 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

Mascoma Wealth Management's TDIV Position: Q2 2026 in Review

Mascoma Wealth Management held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 84 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Mascoma Wealth Management first reported a position in TDIV in Q1 2021 and has held it in 21 quarters since. The position peaked at $25K in Q4 2021. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Mascoma Wealth Management held 84 shares of First Trust NASDAQ Technology Dividend Index Fund worth $9.65K as of Q2 2026.
Mascoma Wealth Management left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #326 holding.
Mascoma Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $25K in Q4 2021.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.