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

Sagace 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 Q1	$3.19M	Buy	34,052 +4,733	+16%	+$462K	2.14%	18
2025 Q4	$2.84M	Sell	29,319 -985	-3%	-$96.8K	1.93%	20
2025 Q3	$2.99M	Sell	30,304 -5,134	-14%	-$479K	2.03%	19
2025 Q2	$3.2M	Buy	35,438 +17,522	+98%	+$1.37M	2.39%	18
2025 Q1	$1.32M	Buy	17,916 +843	+5%	+$66.8K	1%	33
2024 Q4	$1.34M	Sell	17,073 -2,753	-14%	-$221K	1%	33
2024 Q3	$1.63M	Buy	19,826 +3,578	+22%	+$274K	1.26%	28
2024 Q2	$1.25M	Buy	+16,248	New	+$1.16M	1.23%	29

Other funds holding TDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagace Wealth Management's TDIV Position: Q1 2026 in Review

Sagace Wealth Management increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 16% in Q1 2026, buying an estimated $462K and bringing the position to 34,052 shares worth $3.19M. The position accounts for 2.14% of the portfolio, ranked #18.

Sagace Wealth Management first reported a position in TDIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q2 2025. 398 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Sagace Wealth Management held 34,052 shares of First Trust NASDAQ Technology Dividend Index Fund worth $3.19M as of Q1 2026.
Sagace Wealth Management bought 4,733 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $462K.
First Trust NASDAQ Technology Dividend Index Fund made up 2.14% of Sagace Wealth Management's portfolio in Q1 2026, its #18 holding.
Sagace Wealth Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $3.2M in Q2 2025.
398 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.