Prosperity Consulting Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Prosperity Consulting Group’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	$321K	Sell	2,790 -150	-5%	-$16.6K	0.01%	475
2026 Q1	$275K	Hold	2,940	–	–	0.01%	437
2025 Q4	$285K	Sell	2,940 -228	-7%	-$22.4K	0.01%	433
2025 Q3	$312K	Hold	3,168	–	–	0.02%	407
2025 Q2	$286K	Hold	3,168	–	–	0.02%	380
2025 Q1	$233K	Sell	3,168 -82	-3%	-$6.49K	0.02%	414
2024 Q4	$255K	Buy	3,250 +307	+10%	+$24.6K	0.02%	416
2024 Q3	$236K	Buy	+2,943	New	+$225K	0.02%	415

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Consulting Group's TDIV Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 5.1% in Q2 2026, selling an estimated $16.6K and leaving 2,790 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #475.

Prosperity Consulting Group first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Prosperity Consulting Group held 2,790 shares of First Trust NASDAQ Technology Dividend Index Fund worth $321K as of Q2 2026.
Prosperity Consulting Group sold 150 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $16.6K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #475 holding.
Prosperity Consulting Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.