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 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 $3.57B AUM 22.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Sax Wealth Advisors's TDIV Position: Q2 2026 in Review

Sax Wealth Advisors increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 29% in Q2 2026, buying an estimated $113K and bringing the position to 4,515 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #378.

Sax Wealth Advisors first reported a position in TDIV in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Sax Wealth Advisors held 4,515 shares of First Trust NASDAQ Technology Dividend Index Fund worth $423K as of Q2 2026.
Sax Wealth Advisors bought 1,017 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $113K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #378 holding.
Sax Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.