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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM