PFA
TDIV icon

Pinnacle Family Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Pinnacle Family 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 		$2.63M Sell
22,891
-350
-2% -$38.8K 1.1% 22
2026
Q1 		$2.18M Buy
23,241
+255
+1% +$24.9K 1.02% 23
2025
Q4 		$2.23M Sell
22,986
-4
-0% -$393 0.98% 21
2025
Q3 		$2.27M Sell
22,990
-2,866
-11% -$267K 0.99% 23
2025
Q2 		$2.33M Buy
25,856
+1,719
+7% +$135K 1.13% 21
2025
Q1 		$1.78M Buy
24,137
+4,103
+20% +$325K 0.97% 30
2024
Q4 		$1.57M Buy
20,034
+1,179
+6% +$94.5K 0.76% 33
2024
Q3 		$1.51M Sell
18,855
-851
-4% -$65.2K 0.78% 38
2024
Q2 		$1.49M Buy
19,706
+1,976
+11% +$141K 0.82% 27
2024
Q1 		$1.24M Buy
17,730
+477
+3% +$31.9K 0.66% 34
2023
Q4 		$1.11M Buy
17,253
+4,402
+34% +$261K 0.65% 29
2023
Q3 		$721K Buy
12,851
+1,666
+15% +$97.2K 0.41% 39
2023
Q2 		$656K Buy
11,185
+4,127
+58% +$225K 0.35% 49
2023
Q1 		$382K Buy
7,058
+195
+3% +$10K 0.23% 74
2022
Q4 		$328K Buy
6,863
+406
+6% +$19.4K 0.23% 74
2022
Q3 		$282K Buy
+6,457
New +$329K 0.24% 68

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

Pinnacle Family Advisors's TDIV Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.5% in Q2 2026, selling an estimated $38.8K and leaving 22,891 shares worth $2.63M. The position accounts for 1.1% of the portfolio, ranked #22.

Pinnacle Family Advisors first reported a position in TDIV in Q3 2022 and has held it in 16 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Pinnacle Family Advisors held 22,891 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.63M as of Q2 2026.
  • Pinnacle Family Advisors sold 350 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $38.8K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 1.1% of Pinnacle Family Advisors's portfolio in Q2 2026, its #22 holding.
  • Pinnacle Family Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2022 and has held it in 16 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.