Sax Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sax Wealth Advisors’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	$668K	Buy	5,920 +1,405	+31%	+$159K	0.02%	367
2026 Q2	$423K	Buy	4,515 +1,017	+29%	+$113K	0.02%	378
2026 Q1	$339K	Hold	3,498	–	–	0.02%	359
2025 Q4	$339K	Buy	3,498 +1,346	+63%	+$132K	0.02%	368
2025 Q3	$212K	Buy	+2,152	New	+$201K	0.01%	418

Other funds holding TDIV

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sax Wealth Advisors's TDIV Position: Q3 2026 in Review

Sax Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 31% in Q3 2026, buying an estimated $159K and bringing the position to 5,920 shares worth $668K. The position accounts for 0.02% of the portfolio, ranked #367.

Sax Wealth Advisors first reported a position in TDIV in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Sax Wealth Advisors held 5,920 shares of First Trust NASDAQ Technology Dividend Index Fund worth $668K as of Q3 2026.
Sax Wealth Advisors bought 1,405 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $159K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #367 holding.
Sax Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.