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Smallwood Wealth Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		– Sell
-115
Closed -$10.8K – 548
2026
Q1 		$10.8K Hold
115
– – 0.01% 325
2025
Q4 		$11.1K Buy
+115
New +$11.3K 0.01% 306

Other funds holding TDIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Smallwood Wealth Investment Management's TDIV Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 115 shares — an estimated $10.8K sold.

Smallwood Wealth Investment Management first reported a position in TDIV in Q4 2025 and held it in 2 quarters. The position peaked at $11.1K in Q4 2025. 235 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 115 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $10.8K.
  • Smallwood Wealth Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $11.1K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.