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

StackStone Wealth’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 Q3	$7.94M	Buy	+70,391	New	+$7.98M	0.78%	35

Other funds holding TDIV

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Private Wealth Group Tampa, Florida $263M AUM 10.69% 1-Year Est. Return

StackStone Wealth's TDIV Position: Q3 2026 in Review

StackStone Wealth opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 70,391 shares worth $7.94M. The stake represents 0.78% of the portfolio and ranks #35 among its holdings.

176 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

StackStone Wealth held 70,391 shares of First Trust NASDAQ Technology Dividend Index Fund worth $7.94M as of Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new StackStone Wealth position in Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund made up 0.78% of StackStone Wealth's portfolio in Q3 2026, its #35 holding.
176 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.