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

Masso Torrence 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
2025 Q3	$209K	Buy	+2,120	New	+$198K	0.09%	100
2025 Q1	–	Sell	-3,555	Closed	-$279K	–	112
2024 Q4	$279K	Sell	3,555 -138	-4%	-$11.1K	0.15%	77
2024 Q3	$297K	Sell	3,693 -1,015	-22%	-$77.8K	0.16%	77
2024 Q2	$356K	Sell	4,708 -100	-2%	-$7.11K	0.2%	70
2024 Q1	$335K	Sell	4,808 -750	-13%	-$50.2K	0.2%	71
2023 Q4	$356K	Sell	5,558 -30	-0.5%	-$1.78K	0.24%	61
2023 Q3	$313K	Sell	5,588 -787	-12%	-$45.9K	0.24%	63
2023 Q2	$374K	Sell	6,375 -1,495	-19%	-$81.5K	0.27%	63
2023 Q1	$426K	Sell	7,870 -1,600	-17%	-$82K	0.34%	59
2022 Q4	$452K	Sell	9,470 -22,867	-71%	-$1.09M	0.36%	57
2022 Q3	$1.41M	Sell	32,337 -5,603	-15%	-$285K	1.25%	28
2022 Q2	$1.9M	Sell	37,940 -9,631	-20%	-$523K	1.67%	23
2022 Q1	$2.8M	Buy	47,571 +31,260	+192%	+$1.86M	2.24%	14
2021 Q4	$1.02M	Buy	+16,311	New	+$974K	0.72%	36

Other funds holding TDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Masso Torrence Wealth Management's TDIV Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2025: 2,120 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Masso Torrence Wealth Management previously reported a position in TDIV as recently as Q4 2024.

Masso Torrence Wealth Management first reported a position in TDIV in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.8M in Q1 2022. 381 funds tracked by Wall St. Rank hold TDIV as of Q3 2025.

Masso Torrence Wealth Management held 2,120 shares of First Trust NASDAQ Technology Dividend Index Fund worth $209K as of Q3 2025.
First Trust NASDAQ Technology Dividend Index Fund was a new Masso Torrence Wealth Management position in Q3 2025.
First Trust NASDAQ Technology Dividend Index Fund made up 0.09% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #100 holding.
Masso Torrence Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2021 and has held it in 14 quarters since.
Masso Torrence Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.8M in Q1 2022.
381 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.