Morey & Quinn Wealth Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Morey & Quinn Wealth Partners’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	$4.45M	Sell	38,715 -80	-0.2%	-$8.87K	2.86%	6
2026 Q1	$3.63M	Buy	38,795 +984	+3%	+$96K	2.58%	7
2025 Q4	$3.66M	Buy	37,811 +1,847	+5%	+$182K	2.63%	7
2025 Q3	$3.55M	Buy	35,964 +1,324	+4%	+$124K	2.61%	8
2025 Q2	$3.12M	Buy	34,640 +876	+3%	+$68.7K	2.5%	8
2025 Q1	$2.49M	Buy	33,764 +2,478	+8%	+$196K	2.06%	10
2024 Q4	$2.45M	Buy	+31,286	New	+$2.51M	2.08%	11

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

Morey & Quinn Wealth Partners's TDIV Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.21% in Q2 2026, selling an estimated $8.87K and leaving 38,715 shares worth $4.45M. The position accounts for 2.86% of the portfolio, ranked #6.

Morey & Quinn Wealth Partners first reported a position in TDIV in Q4 2024 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Morey & Quinn Wealth Partners held 38,715 shares of First Trust NASDAQ Technology Dividend Index Fund worth $4.45M as of Q2 2026.
Morey & Quinn Wealth Partners sold 80 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $8.87K.
First Trust NASDAQ Technology Dividend Index Fund made up 2.86% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #6 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.