Next Level Wealth Planning
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Next Level Wealth Planning’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Next Level Wealth Planning’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
Q3 		$95.5K Buy
+847
New +$96.1K 0.04% 121

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's TDIV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 847 shares worth $95.5K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

260 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Next Level Wealth Planning held 847 shares of First Trust NASDAQ Technology Dividend Index Fund worth $95.5K as of Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Next Level Wealth Planning position in Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #121 holding.
  • 260 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.