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OneDigital Investment Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

OneDigital Investment Advisors’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
Q1 		$586K Buy
6,262
+212
+4% +$20.7K 0.01% 881
2025
Q4 		$586K Sell
6,050
-139
-2% -$13.7K 0.01% 883
2025
Q3 		$610K Hold
6,189
– – 0.01% 847
2025
Q2 		$558K Buy
6,189
+216
+4% +$16.9K 0.01% 863
2025
Q1 		$440K Sell
5,973
-2,899
-33% -$230K 0.01% 906
2024
Q4 		$696K Sell
8,872
-68
-0.8% -$5.45K 0.01% 762
2024
Q3 		$718K Buy
8,940
+7
+0.1% +$536 0.01% 785
2024
Q2 		$676K Sell
8,933
-9,031
-50% -$642K 0.01% 771
2024
Q1 		$1.25M Buy
17,964
+1,876
+12% +$125K 0.02% 443
2023
Q4 		$1.03M Buy
16,088
+1,304
+9% +$77.2K 0.02% 467
2023
Q3 		$829K Buy
14,784
+3,491
+31% +$204K 0.02% 472
2023
Q2 		$662K Buy
11,293
+1,305
+13% +$71.1K 0.01% 537
2023
Q1 		$540K Buy
9,988
+815
+9% +$41.8K 0.01% 590
2022
Q4 		$438K Buy
9,173
+611
+7% +$29.1K 0.01% 556
2022
Q3 		$374K Buy
8,562
+444
+5% +$22.6K 0.01% 537
2022
Q2 		$407K Buy
8,118
+2,552
+46% +$139K 0.02% 481
2022
Q1 		$328K Buy
5,566
+1
+0% +$59 0.01% 569
2021
Q4 		$350K Sell
5,565
-992
-15% -$59.3K 0.01% 551
2021
Q3 		$370K Buy
6,557
+8
+0.1% +$464 0.01% 515
2021
Q2 		$375K Sell
6,549
-744
-10% -$41.8K 0.02% 489
2021
Q1 		$394K Sell
7,293
-496
-6% -$25.8K 0.02% 437
2020
Q4 		$385K Sell
7,789
-1,031
-12% -$47.9K 0.02% 410
2020
Q3 		$386K Sell
8,820
-625
-7% -$27.4K 0.03% 362
2020
Q2 		$394K Buy
9,445
+708
+8% +$27.8K 0.03% 363
2020
Q1 		$309K Buy
8,737
+2,551
+41% +$105K 0.03% 369
2019
Q4 		$267K Buy
6,186
+533
+9% +$22K 0.02% 445
2019
Q3 		$227K Sell
5,653
-3,177
-36% -$126K 0.02% 458
2019
Q2 		$344K Buy
8,830
+5,691
+181% +$220K 0.03% 315
2019
Q1 		$120K Buy
+3,139
New +$114K 0.02% 350
2017
Q3 		– Sell
-185
Closed -$6K – 1162
2017
Q2 		$6K Buy
+185
New +$5.89K ﹤0.01% 1034

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's TDIV Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 3.5% in Q1 2026, buying an estimated $20.7K and bringing the position to 6,262 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #881.

OneDigital Investment Advisors first reported a position in TDIV in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.25M in Q1 2024. 399 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

  • OneDigital Investment Advisors held 6,262 shares of First Trust NASDAQ Technology Dividend Index Fund worth $586K as of Q1 2026.
  • OneDigital Investment Advisors bought 212 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $20.7K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #881 holding.
  • OneDigital Investment Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2017 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.25M in Q1 2024.
  • 399 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.