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

PSI 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
Q1 		$270K Sell
2,880
-42
-1% -$4.1K 0.06% 120
2025
Q4 		$283K Buy
2,922
+25
+0.9% +$2.46K 0.07% 102
2025
Q3 		$286K Buy
2,897
+497
+21% +$46.4K 0.07% 110
2025
Q2 		$216K Buy
2,400
+495
+26% +$38.8K 0.11% 103
2025
Q1 		$140K Sell
1,905
-310
-14% -$24.5K 0.05% 135
2024
Q4 		$174K Buy
2,215
+1
+0% +$80 0.05% 137
2024
Q3 		$178K Buy
2,214
+1
+0% +$77 0.05% 136
2024
Q2 		$167K Sell
2,213
-994
-31% -$70.7K 0.05% 139
2024
Q1 		$223K Sell
3,207
-175
-5% -$11.7K 0.08% 124
2023
Q4 		$217K Buy
3,382
+23
+0.7% +$1.36K 0.08% 123
2023
Q3 		$188K Buy
3,359
+2,063
+159% +$120K 0.08% 128
2023
Q2 		$76K Buy
1,296
+446
+52% +$24.3K 0.03% 196
2023
Q1 		$46K Sell
850
-359
-30% -$18.4K 0.02% 230
2022
Q4 		$57.8K Sell
1,209
-410
-25% -$19.5K 0.03% 202
2022
Q3 		$71K Sell
1,619
-43,330
-96% -$2.2M 0.04% 185
2022
Q2 		$2.25M Buy
44,949
+15,595
+53% +$847K 1.11% 24
2022
Q1 		$1.73M Buy
29,354
+9,873
+51% +$586K 0.71% 32
2021
Q4 		$1.22M Buy
+19,481
New +$1.16M 0.5% 40

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return