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Pacific Excel Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Pacific Excel Wealth 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
Q2 		– Sell
-25,825
Closed -$2.42M – 308
2026
Q1 		$2.42M Buy
25,825
+11,244
+77% +$1.1M 2.54% 4
2025
Q4 		$1.41M Buy
+14,581
New +$1.43M 2.67% 4

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

Pacific Excel Wealth Advisors's TDIV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 25,825 shares — an estimated $2.42M sold.

Pacific Excel Wealth Advisors first reported a position in TDIV in Q4 2025 and held it in 2 quarters. The position peaked at $2.42M in Q1 2026. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 25,825 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $2.42M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.42M in Q1 2026.
  • 440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.