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Spartan Wealth Advisory Services LLC’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.19M Hold
10,328
– – 0.1% 154
2026
Q1 		$967K Buy
+10,328
New +$1.01M 0.08% 154

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TDIV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 10,328 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #154.

Spartan Wealth Advisory Services LLC first reported a position in TDIV in Q1 2026 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 10,328 shares of First Trust NASDAQ Technology Dividend Index Fund worth $1.19M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.1% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #154 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.