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Sunbelt Securities’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sunbelt Securities’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
Q1 		$47.4K Buy
506
+200
+65% +$19.5K ﹤0.01% 1037
2025
Q4 		$29.6K Buy
306
+1
+0.3% +$98 ﹤0.01% 1147
2025
Q3 		$30.1K Buy
305
+2
+0.7% +$187 ﹤0.01% 1145
2025
Q2 		$23.8K Buy
303
+33
+12% +$2.59K ﹤0.01% 1125
2025
Q1 		$19.9K Sell
270
-32
-11% -$2.53K ﹤0.01% 1124
2024
Q4 		$23.8K Sell
302
-152
-33% -$12.2K ﹤0.01% 1124
2024
Q3 		$36.5K Buy
454
+3
+0.7% +$230 ﹤0.01% 1018
2024
Q2 		$34.2K Hold
451
– – ﹤0.01% 995
2024
Q1 		$31.4K Buy
451
+1
+0.2% +$67 ﹤0.01% 981
2023
Q4 		$28.9K Sell
450
-81
-15% -$4.79K ﹤0.01% 931
2023
Q3 		$29.8K Sell
531
-65
-11% -$3.79K ﹤0.01% 915
2023
Q2 		$35K Buy
596
+2
+0.3% +$109 0.01% 872
2023
Q1 		$31.7K Buy
+594
New +$30.5K 0.01% 841

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's TDIV Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 65% in Q1 2026, buying an estimated $19.5K and bringing the position to 506 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Sunbelt Securities first reported a position in TDIV in Q1 2023 and has held it in 13 quarters since. 402 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

  • Sunbelt Securities held 506 shares of First Trust NASDAQ Technology Dividend Index Fund worth $47.4K as of Q1 2026.
  • Sunbelt Securities bought 200 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $19.5K.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1037 holding.
  • Sunbelt Securities first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2023 and has held it in 13 quarters since.
  • 402 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.