Mercer Global Advisors
TDIV icon

Mercer Global Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Mercer Global Advisors’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 		$4.85M Buy
51,794
+33,072
+177% +$3.23M 0.01% 773
2025
Q4 		$1.81M Sell
18,722
-635
-3% -$62.4K ﹤0.01% 1155
2025
Q3 		$1.91M Buy
19,357
+1,287
+7% +$120K ﹤0.01% 1057
2025
Q2 		$1.63M Sell
18,070
-2,913
-14% -$229K ﹤0.01% 973
2025
Q1 		$1.54M Buy
20,983
+3,094
+17% +$245K ﹤0.01% 931
2024
Q4 		$1.4M Sell
17,889
-744
-4% -$59.6K ﹤0.01% 944
2024
Q3 		$1.47M Sell
18,633
-1,350
-7% -$103K ﹤0.01% 875
2024
Q2 		$1.51M Buy
19,983
+1,546
+8% +$110K ﹤0.01% 798
2024
Q1 		$1.28M Buy
18,437
+235
+1% +$15.7K ﹤0.01% 861
2023
Q4 		$1.17M Sell
18,202
-797
-4% -$47.2K ﹤0.01% 913
2023
Q3 		$1.07M Sell
18,999
-5,342
-22% -$312K ﹤0.01% 918
2023
Q2 		$1.43M Buy
+24,341
New +$1.33M 0.01% 827
2023
Q1 		– Sell
-16,266
Closed -$777K – 2043
2022
Q4 		$777K Buy
16,266
+4,655
+40% +$222K ﹤0.01% 1020
2022
Q3 		$507K Buy
+11,611
New +$591K ﹤0.01% 1131

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return