Root Financial Partners
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Root Financial Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Root Financial Partners’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
Q3 		$39.5K Buy
+350
New +$39.7K ﹤0.01% 1204
2026
Q2 		– Sell
-350
Closed -$32.8K – 2882
2026
Q1 		$32.8K Buy
+350
New +$34.2K ﹤0.01% 1065

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Root Financial Partners's TDIV Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 350 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDIV as recently as Q1 2026.

Root Financial Partners first reported a position in TDIV in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Root Financial Partners held 350 shares of First Trust NASDAQ Technology Dividend Index Fund worth $39.5K as of Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Root Financial Partners position in Q3 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1204 holding.
  • Root Financial Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.