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

Sandbox 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 Q1	$208K	Hold	2,225	–	–	0.06%	111
2025 Q4	$215K	Hold	2,225	–	–	0.06%	115
2025 Q3	$219K	Hold	2,225	–	–	0.06%	115
2025 Q2	$201K	Buy	+2,225	New	+$175K	0.06%	119

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sandbox Financial Partners's TDIV Position: Q1 2026 in Review

Sandbox Financial Partners held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q1 2026 at 2,225 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #111.

Sandbox Financial Partners first reported a position in TDIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q3 2025. 402 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Sandbox Financial Partners held 2,225 shares of First Trust NASDAQ Technology Dividend Index Fund worth $208K as of Q1 2026.
Sandbox Financial Partners left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.06% of Sandbox Financial Partners's portfolio in Q1 2026, its #111 holding.
Sandbox Financial Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and has held it in 4 quarters since.
Sandbox Financial Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $219K in Q3 2025.
402 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.