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Summit X LLC’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Summit X 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
2025
Q3 		– Sell
-24,442
Closed -$2.2M – 207
2025
Q2 		$2.2M Buy
+24,442
New +$1.92M 0.41% 49

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit X LLC's TDIV Position: Q3 2025 in Review

Summit X LLC sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2025, closing a stake of 24,442 shares — an estimated $2.2M sold.

Summit X LLC first reported a position in TDIV in Q2 2025 and held it in 1 quarter. The position peaked at $2.2M in Q2 2025. 381 funds tracked by Wall St. Rank hold TDIV as of Q3 2025.

  • Summit X LLC reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 24,442 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2025, an estimated $2.2M.
  • Summit X LLC first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's First Trust NASDAQ Technology Dividend Index Fund position peaked at $2.2M in Q2 2025.
  • 381 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.