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

NewEdge Wealth’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 		$2.15M Sell
18,721
-1,026
-5% -$114K 0.02% 446
2026
Q1 		$1.85M Buy
19,747
+14
+0.1% +$1.37K 0.02% 449
2025
Q4 		$1.91M Sell
19,733
-406
-2% -$39.9K 0.02% 460
2025
Q3 		$2.01M Buy
20,139
+12
+0.1% +$1.12K 0.03% 396
2025
Q2 		$1.82M Sell
20,127
-2,083
-9% -$163K 0.03% 403
2025
Q1 		$1.63M Sell
22,210
-2,439
-10% -$193K 0.03% 390
2024
Q4 		$1.93M Sell
24,649
-201
-0.8% -$16.1K 0.03% 366
2024
Q3 		$2M Sell
24,850
-1,161
-4% -$89K 0.04% 351
2024
Q2 		$1.97M Sell
26,011
-284
-1% -$20.2K 0.04% 327
2024
Q1 		$1.76M Sell
26,295
-1,557
-6% -$104K 0.04% 347
2023
Q4 		$1.79M Sell
27,852
-1,079
-4% -$63.9K 0.05% 315
2023
Q3 		$1.62M Buy
28,931
+20
+0.1% +$1.17K 0.05% 290
2023
Q2 		$1.7M Buy
28,911
+24,011
+490% +$1.31M 0.06% 282
2023
Q1 		$265K Buy
+4,900
New +$251K 0.01% 525

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Wealth's TDIV Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 5.2% in Q2 2026, selling an estimated $114K and leaving 18,721 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #446.

NewEdge Wealth first reported a position in TDIV in Q1 2023 and has held it in 14 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • NewEdge Wealth held 18,721 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.15M as of Q2 2026.
  • NewEdge Wealth sold 1,026 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $114K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #446 holding.
  • NewEdge Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2023 and has held it in 14 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.