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

Mosley 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 		$25.7K Sell
224
-35
-14% -$3.88K 0.01% 306
2026
Q1 		$25.5K Buy
+259
New +$25.3K 0.01% 241

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Mosley Wealth Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 14% in Q2 2026, selling an estimated $3.88K and leaving 224 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Mosley Wealth Management first reported a position in TDIV in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Mosley Wealth Management held 224 shares of First Trust NASDAQ Technology Dividend Index Fund worth $25.7K as of Q2 2026.
  • Mosley Wealth Management sold 35 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $3.88K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Mosley Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.