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Ritholtz Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Ritholtz Wealth Management’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 		$236K Buy
+2,053
New +$228K ﹤0.01% 1172
2025
Q4 		– Sell
-2,053
Closed -$202K – 1173
2025
Q3 		$202K Buy
+2,053
New +$192K ﹤0.01% 974

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

Ritholtz Wealth Management's TDIV Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 2,053 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in TDIV as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in TDIV in Q3 2025 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Ritholtz Wealth Management held 2,053 shares of First Trust NASDAQ Technology Dividend Index Fund worth $236K as of Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Ritholtz Wealth Management position in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • Ritholtz Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

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