Midwest Financial Network’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Midwest Financial Network’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	$2.97M	Sell	25,867 -5,297	-17%	-$587K	2.03%	13
2026 Q1	$2.92M	Sell	31,164 -4,661	-13%	-$455K	2.32%	13
2025 Q4	$3.47M	Buy	35,825 +279	+0.8%	+$27.4K	2.68%	12
2025 Q3	$3.5M	Buy	35,546 +5,887	+20%	+$549K	2.84%	8
2025 Q2	$2.67M	Sell	29,659 -1,427	-5%	-$112K	2.65%	13
2025 Q1	$2.29M	Buy	31,086 +980	+3%	+$77.6K	2.29%	14
2024 Q4	$2.36M	Buy	+30,106	New	+$2.41M	2.46%	13

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

Midwest Financial Network's TDIV Position: Q2 2026 in Review

Midwest Financial Network reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 17% in Q2 2026, selling an estimated $587K and leaving 25,867 shares worth $2.97M. The position accounts for 2.03% of the portfolio, ranked #13.

Midwest Financial Network first reported a position in TDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q3 2025. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Midwest Financial Network held 25,867 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.97M as of Q2 2026.
Midwest Financial Network sold 5,297 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $587K.
First Trust NASDAQ Technology Dividend Index Fund made up 2.03% of Midwest Financial Network's portfolio in Q2 2026, its #13 holding.
Midwest Financial Network first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's First Trust NASDAQ Technology Dividend Index Fund position peaked at $3.5M in Q3 2025.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.