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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
Q2 		– Sell
-350
Closed -$32.8K – 2882
2026
Q1 		$32.8K Buy
+350
New +$34.2K ﹤0.01% 1065

Other funds holding TDIV

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Root Financial Partners's TDIV Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 350 shares — an estimated $32.8K sold.

Root Financial Partners first reported a position in TDIV in Q1 2026 and held it in 1 quarter. The position peaked at $32.8K in Q1 2026. 186 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Root Financial Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 350 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $32.8K.
  • Root Financial Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $32.8K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.