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Secure Asset Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Secure Asset 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
2025
Q2 		– Sell
-6,808
Closed -$501K – 359
2025
Q1 		$501K Sell
6,808
-29
-0.4% -$2.3K 0.1% 171
2024
Q4 		$536K Buy
6,837
+481
+8% +$38.5K 0.08% 188
2024
Q3 		$510K Sell
6,356
-212
-3% -$16.2K 0.09% 177
2024
Q2 		$497K Buy
6,568
+201
+3% +$14.3K 0.09% 163
2024
Q1 		$444K Sell
6,367
-1,167
-15% -$78.1K 0.1% 139
2023
Q4 		$483K Buy
7,534
+42
+0.6% +$2.49K 0.13% 127
2023
Q3 		$420K Sell
7,492
-35
-0.5% -$2.04K 0.13% 130
2023
Q2 		$442K Buy
7,527
+1,223
+19% +$66.6K 0.13% 120
2023
Q1 		$341K Sell
6,304
-44
-0.7% -$2.26K 0.11% 138
2022
Q4 		$303K Buy
+6,348
New +$303K 0.11% 146

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Secure Asset Management's TDIV Position: Q2 2025 in Review

Secure Asset Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2025, closing a stake of 6,808 shares — an estimated $501K sold.

Secure Asset Management first reported a position in TDIV in Q4 2022 and held it in 10 quarters. The position peaked at $536K in Q4 2024. 374 funds tracked by Wall St. Rank hold TDIV as of Q2 2025.

  • Secure Asset Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 6,808 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2025, an estimated $501K.
  • Secure Asset Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2022 and held it in 10 quarters.
  • Secure Asset Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $536K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.