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

Prosperity Financial 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	$3.74M	Buy	32,520 +234	+0.7%	+$25.9K	1.16%	27
2026 Q1	$3.02M	Sell	32,286 -3,333	-9%	-$325K	1.12%	26
2025 Q4	$3.45M	Buy	35,619 +1,765	+5%	+$174K	1.24%	22
2025 Q3	$3.34M	Buy	33,854 +1,659	+5%	+$155K	1.22%	27
2025 Q2	$2.9M	Buy	32,195 +738	+2%	+$57.9K	1.23%	29
2025 Q1	$2.32M	Buy	31,457 +913	+3%	+$72.3K	1.15%	28
2024 Q4	$2.4M	Buy	30,544 +688	+2%	+$55.1K	1.19%	27
2024 Q3	$2.4M	Buy	29,856 +455	+2%	+$34.9K	1.34%	22
2024 Q2	$2.22M	Buy	29,401 +2,330	+9%	+$166K	1.4%	18
2024 Q1	$1.89M	Buy	27,071 +5,083	+23%	+$340K	1.17%	26
2023 Q4	$1.41M	Buy	21,988 +360	+2%	+$21.3K	0.98%	24
2023 Q3	$1.21M	Buy	21,628 +15,561	+256%	+$908K	1%	26
2023 Q2	$356K	Hold	6,067	–	–	0.31%	74
2023 Q1	$328K	Buy	+6,067	New	+$311K	0.33%	68

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 Financial Group's TDIV Position: Q2 2026 in Review

Prosperity Financial Group increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.72% in Q2 2026, buying an estimated $25.9K and bringing the position to 32,520 shares worth $3.74M. The position accounts for 1.16% of the portfolio, ranked #27.

Prosperity Financial Group first reported a position in TDIV in Q1 2023 and has held it in 14 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Prosperity Financial Group held 32,520 shares of First Trust NASDAQ Technology Dividend Index Fund worth $3.74M as of Q2 2026.
Prosperity Financial Group bought 234 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $25.9K.
First Trust NASDAQ Technology Dividend Index Fund made up 1.16% of Prosperity Financial Group's portfolio in Q2 2026, its #27 holding.
Prosperity Financial Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2023 and has held it in 14 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.