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Summit Wealth Group (Colorado)’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Summit Wealth Group (Colorado)’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 		$243K Buy
+2,116
New +$235K 0.02% 339
2026
Q1 		– Sell
-2,113
Closed -$205K – 351
2025
Q4 		$205K Buy
2,113
+1,143
+118% +$112K 0.03% 267
2025
Q3 		$482K Sell
970
-1,680
-63% -$157K 0.07% 143
2025
Q2 		$239K Buy
+2,650
New +$208K 0.06% 208

Other funds holding TDIV

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TDIV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026: 2,116 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #339 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in TDIV as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in TDIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $482K in Q3 2025. 201 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,116 shares of First Trust NASDAQ Technology Dividend Index Fund worth $243K as of Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #339 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s First Trust NASDAQ Technology Dividend Index Fund position peaked at $482K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.