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ShoreHaven Wealth Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

ShoreHaven Wealth 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
2025
Q3 		– Sell
-2,423
Closed -$218K – 110
2025
Q2 		$218K Buy
+2,423
New +$190K 0.09% 94

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Raymond James Financial
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UBS Group
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MCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
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Cetera Investment Advisers
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ShoreHaven Wealth Partners's TDIV Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2025, closing a stake of 2,423 shares — an estimated $218K sold.

ShoreHaven Wealth Partners first reported a position in TDIV in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 382 funds tracked by Wall St. Rank hold TDIV as of Q3 2025.

  • ShoreHaven Wealth Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,423 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2025, an estimated $218K.
  • ShoreHaven Wealth Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $218K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.