United Advisor Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

United Advisor Group’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	–	Sell	-5,868	Closed	-$550K	–	576
2026 Q1	$550K	Buy	5,868 +662	+13%	+$64.6K	0.07%	265
2025 Q4	$504K	Buy	5,206 +119	+2%	+$11.7K	0.06%	277
2025 Q3	$502K	Sell	5,087 -164	-3%	-$15.3K	0.07%	265
2025 Q2	$473K	Buy	5,251 +389	+8%	+$30.5K	0.08%	231
2025 Q1	$358K	Buy	4,862 +489	+11%	+$38.7K	0.07%	248
2024 Q4	$343K	Buy	4,373 +430	+11%	+$34.4K	0.07%	265
2024 Q3	$317K	Buy	3,943 +771	+24%	+$59.1K	0.07%	270
2024 Q2	$240K	Buy	+3,172	New	+$226K	0.07%	230

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

United Advisor Group's TDIV Position: Q2 2026 in Review

United Advisor Group sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 5,868 shares — an estimated $550K sold.

United Advisor Group first reported a position in TDIV in Q2 2024 and held it in 8 quarters. The position peaked at $550K in Q1 2026. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

United Advisor Group reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 5,868 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $550K.
United Advisor Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2024 and held it in 8 quarters.
United Advisor Group's First Trust NASDAQ Technology Dividend Index Fund position peaked at $550K in Q1 2026.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.