Traction Financial Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Traction Financial Partners’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	$371K	Sell	3,227 -1,209	-27%	-$134K	0.2%	44
2026 Q1	$415K	Sell	4,436 -506	-10%	-$49.4K	0.26%	39
2025 Q4	$479K	Sell	4,942 -38	-0.8%	-$3.74K	0.28%	34
2025 Q3	$491K	Sell	4,980 -2,767	-36%	-$258K	0.3%	33
2025 Q2	$699K	Buy	+7,747	New	+$608K	0.47%	27

Other funds holding TDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Traction Financial Partners's TDIV Position: Q2 2026 in Review

Traction Financial Partners reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 27% in Q2 2026, selling an estimated $134K and leaving 3,227 shares worth $371K. The position accounts for 0.2% of the portfolio, ranked #44.

Traction Financial Partners first reported a position in TDIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $699K in Q2 2025. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Traction Financial Partners held 3,227 shares of First Trust NASDAQ Technology Dividend Index Fund worth $371K as of Q2 2026.
Traction Financial Partners sold 1,209 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $134K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.2% of Traction Financial Partners's portfolio in Q2 2026, its #44 holding.
Traction Financial Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2025 and has held it in 5 quarters since.
Traction Financial Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $699K in Q2 2025.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.