Nations Financial Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Nations Financial Group’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	$601K	Sell	5,228 -224	-4%	-$24.8K	0.03%	504
2026 Q1	$511K	Sell	5,452 -123	-2%	-$12K	0.03%	535
2025 Q4	$540K	Buy	5,575 +9	+0.2%	+$885	0.03%	504
2025 Q3	$549K	Buy	5,566 +505	+10%	+$47.1K	0.03%	466
2025 Q2	$456K	Buy	5,061 +194	+4%	+$15.2K	0.03%	473
2025 Q1	$358K	Buy	4,867 +126	+3%	+$9.98K	0.03%	501
2024 Q4	$372K	Sell	4,741 -10	-0.2%	-$801	0.03%	510
2024 Q3	$382K	Buy	+4,751	New	+$364K	0.03%	510

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

Nations Financial Group's TDIV Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 4.1% in Q2 2026, selling an estimated $24.8K and leaving 5,228 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #504.

Nations Financial Group first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Nations Financial Group held 5,228 shares of First Trust NASDAQ Technology Dividend Index Fund worth $601K as of Q2 2026.
Nations Financial Group sold 224 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $24.8K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #504 holding.
Nations Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.