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Sunrise Financial Services’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Sunrise Financial Services’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 		$393K Buy
3,420
+473
+16% +$52.4K 0.23% 40
2026
Q1 		$276K Buy
+2,947
New +$288K 0.2% 47

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunrise Financial Services's TDIV Position: Q2 2026 in Review

Sunrise Financial Services increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 16% in Q2 2026, buying an estimated $52.4K and bringing the position to 3,420 shares worth $393K. The position accounts for 0.23% of the portfolio, ranked #40.

Sunrise Financial Services first reported a position in TDIV in Q1 2026 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • Sunrise Financial Services held 3,420 shares of First Trust NASDAQ Technology Dividend Index Fund worth $393K as of Q2 2026.
  • Sunrise Financial Services bought 473 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $52.4K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.23% of Sunrise Financial Services's portfolio in Q2 2026, its #40 holding.
  • Sunrise Financial Services first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.