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

Platform Technology 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
2026
Q2 		$347K Hold
3,017
– – 0.06% 229
2026
Q1 		$283K Buy
3,017
+156
+5% +$15.2K 0.05% 241
2025
Q4 		$277K Sell
2,861
-10
-0.3% -$983 0.06% 209
2025
Q3 		$283K Hold
2,871
– – 0.07% 204
2025
Q2 		$259K Buy
2,871
+1
+0% +$78 0.07% 207
2025
Q1 		$211K Hold
2,870
– – 0.06% 215
2024
Q4 		$225K Hold
2,870
– – 0.07% 199
2024
Q3 		$230K Sell
2,870
-297
-9% -$22.8K 0.07% 201
2024
Q2 		$240K Buy
+3,167
New +$225K 0.08% 192
2023
Q4 		$212K Sell
3,151
-2,177
-41% -$129K 0.08% 182
2023
Q3 		$299K Sell
5,328
-21
-0.4% -$1.23K 0.14% 145
2023
Q2 		$312K Buy
5,349
+22
+0.4% +$1.2K 0.15% 145
2023
Q1 		$288K Sell
5,327
-54
-1% -$2.77K 0.14% 147
2022
Q4 		$257K Sell
5,381
-1,171
-18% -$55.8K 0.13% 154
2022
Q3 		$286K Sell
6,552
-1,814
-22% -$92.3K 0.16% 138
2022
Q2 		$420K Buy
8,366
+206
+3% +$11.2K 0.23% 109
2022
Q1 		$481K Sell
8,160
-99
-1% -$5.88K 0.23% 111
2021
Q4 		$519K Buy
8,259
+18
+0.2% +$1.07K 0.23% 112
2021
Q3 		$465K Buy
8,241
+754
+10% +$43.7K 0.21% 129
2021
Q2 		$429K Buy
+7,487
New +$421K 0.18% 142
2020
Q4 		$506K Buy
10,221
+4,176
+69% +$194K 0.25% 109
2020
Q3 		$265K Buy
6,045
+116
+2% +$5.08K 0.16% 142
2020
Q2 		$247K Buy
+5,929
New +$233K 0.17% 144

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

Platform Technology Partners's TDIV Position: Q2 2026 in Review

Platform Technology Partners held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 3,017 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #229.

Platform Technology Partners first reported a position in TDIV in Q2 2020 and has held it in 23 quarters since. The position peaked at $519K in Q4 2021. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Platform Technology Partners held 3,017 shares of First Trust NASDAQ Technology Dividend Index Fund worth $347K as of Q2 2026.
  • Platform Technology Partners left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.06% of Platform Technology Partners's portfolio in Q2 2026, its #229 holding.
  • Platform Technology Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2020 and has held it in 23 quarters since.
  • Platform Technology Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $519K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.