PWS
TDIV icon

Proactive Wealth Strategies’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Proactive Wealth Strategies’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 		$807K Buy
7,029
+25
+0.4% +$2.77K 0.13% 117
2026
Q1 		$656K Buy
7,004
+3,513
+101% +$343K 0.12% 124
2025
Q4 		$338K Buy
3,491
+17
+0.5% +$1.67K 0.13% 118
2025
Q3 		$342K Sell
3,474
-590
-15% -$55.1K 0.15% 111
2025
Q2 		$366K Buy
4,064
+14
+0.3% +$1.1K 0.17% 100
2025
Q1 		$298K Buy
4,050
+14
+0.3% +$1.11K 0.16% 104
2024
Q4 		$317K Buy
4,036
+162
+4% +$13K 0.17% 100
2024
Q3 		$311K Buy
+3,874
New +$297K 0.17% 98

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Proactive Wealth Strategies's TDIV Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.36% in Q2 2026, buying an estimated $2.77K and bringing the position to 7,029 shares worth $807K. The position accounts for 0.13% of the portfolio, ranked #117.

Proactive Wealth Strategies first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Proactive Wealth Strategies held 7,029 shares of First Trust NASDAQ Technology Dividend Index Fund worth $807K as of Q2 2026.
  • Proactive Wealth Strategies bought 25 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $2.77K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.13% of Proactive Wealth Strategies's portfolio in Q2 2026, its #117 holding.
  • Proactive Wealth Strategies first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.