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Sequent Planning’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sequent Planning’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 		$1.53M Buy
16,283
+924
+6% +$90.2K 0.37% 61
2025
Q4 		$1.49M Hold
15,359
– – 0.38% 63
2025
Q3 		$1.51M Sell
15,359
-81
-0.5% -$7.56K 0.43% 51
2025
Q2 		$1.39M Sell
15,440
-167
-1% -$13.1K 0.44% 36
2025
Q1 		$1.15M Sell
15,607
-121
-0.8% -$9.58K 0.41% 41
2024
Q4 		$1.23M Sell
15,728
-388
-2% -$31.1K 0.45% 39
2024
Q3 		$1.29M Buy
16,116
+52
+0.3% +$3.98K 0.45% 38
2024
Q2 		$1.22M Sell
16,064
-1,155
-7% -$82.1K 0.42% 39
2024
Q1 		$1.2M Buy
+17,219
New +$1.15M 0.43% 40

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return