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ORG Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

ORG Partners’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
2025
Q4 		$126K Buy
1,300
+700
+117% +$68.8K 0.02% 409
2025
Q3 		$59.2K Hold
600
– – 0.01% 552
2025
Q2 		$54.2K Hold
600
– – 0.01% 522
2025
Q1 		$44.3K Hold
600
– – 0.01% 514
2024
Q4 		$47.1K Buy
+600
New +$48.1K 0.01% 561

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ORG Partners's TDIV Position: Q4 2025 in Review

ORG Partners increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 117% in Q4 2025, buying an estimated $68.8K and bringing the position to 1,300 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #409.

ORG Partners first reported a position in TDIV in Q4 2024 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold TDIV as of Q4 2025.

  • ORG Partners held 1,300 shares of First Trust NASDAQ Technology Dividend Index Fund worth $126K as of Q4 2025.
  • ORG Partners bought 700 First Trust NASDAQ Technology Dividend Index Fund shares in Q4 2025, an estimated $68.8K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of ORG Partners's portfolio in Q4 2025, its #409 holding.
  • ORG Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2024 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.