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

SteelPeak 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 Q2	$216K	Sell	1,885 -711	-27%	-$78.8K	0.01%	593
2026 Q1	$243K	Sell	2,596 -3,146	-55%	-$307K	0.01%	495
2025 Q4	$556K	Sell	5,742 -4,075	-42%	-$401K	0.02%	344
2025 Q3	$968K	Buy	9,817 +605	+7%	+$56.5K	0.03%	293
2025 Q2	$831K	Buy	9,212 +556	+6%	+$43.6K	0.03%	301
2025 Q1	$637K	Buy	8,656 +2,756	+47%	+$218K	0.03%	314
2024 Q4	$463K	Buy	5,900 +650	+12%	+$52.1K	0.02%	350
2024 Q3	$422K	Buy	5,250 +1,500	+40%	+$115K	0.02%	340
2024 Q2	$284K	Buy	+3,750	New	+$267K	0.01%	395

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SteelPeak Wealth's TDIV Position: Q2 2026 in Review

SteelPeak Wealth reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 27% in Q2 2026, selling an estimated $78.8K and leaving 1,885 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #593.

SteelPeak Wealth first reported a position in TDIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $968K in Q3 2025. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

SteelPeak Wealth held 1,885 shares of First Trust NASDAQ Technology Dividend Index Fund worth $216K as of Q2 2026.
SteelPeak Wealth sold 711 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $78.8K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #593 holding.
SteelPeak Wealth first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2024 and has held it in 9 quarters since.
SteelPeak Wealth's First Trust NASDAQ Technology Dividend Index Fund position peaked at $968K in Q3 2025.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.