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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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return