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United Capital Financial Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

United Capital Financial Advisors’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 		$388K Hold
3,375
– – ﹤0.01% 1254
2026
Q1 		$316K Hold
3,375
– – ﹤0.01% 1320
2025
Q4 		$327K Buy
3,375
+840
+33% +$82.6K ﹤0.01% 1129
2025
Q3 		$250K Buy
+2,535
New +$237K ﹤0.01% 1080
2023
Q1 		– Sell
-133,565
Closed -$6.38M – 1069
2022
Q4 		$6.38M Sell
133,565
-2,370
-2% -$113K 0.04% 302
2022
Q3 		$5.94M Sell
135,935
-17,223
-11% -$876K 0.04% 307
2022
Q2 		$7.68M Sell
153,158
-63
-0% -$3.42K 0.04% 287
2022
Q1 		$9.03M Buy
153,221
+5,484
+4% +$325K 0.04% 291
2021
Q4 		$9.29M Buy
147,737
+3,947
+3% +$236K 0.04% 286
2021
Q3 		$8.12M Buy
143,790
+3,234
+2% +$187K 0.04% 299
2021
Q2 		$8.06M Buy
140,556
+3,700
+3% +$208K 0.04% 305
2021
Q1 		$7.39M Buy
136,856
+9,102
+7% +$473K 0.04% 299
2020
Q4 		$6.32M Sell
127,754
-3,689
-3% -$171K 0.04% 313
2020
Q3 		$5.75M Buy
131,443
+48,005
+58% +$2.1M 0.04% 321
2020
Q2 		$3.48M Buy
83,438
+72,851
+688% +$2.87M 0.03% 421
2020
Q1 		$375K Sell
10,587
-108
-1% -$4.45K ﹤0.01% 919
2019
Q4 		$461K Sell
10,695
-450
-4% -$18.6K ﹤0.01% 1021
2019
Q3 		$447K Buy
11,145
+130
+1% +$5.14K ﹤0.01% 981
2019
Q2 		$430K Sell
11,015
-230
-2% -$8.89K ﹤0.01% 1096
2019
Q1 		$431K Sell
11,245
-13,940
-55% -$506K ﹤0.01% 1026
2018
Q4 		$835K Sell
25,185
-2,312
-8% -$81.8K 0.01% 764
2018
Q3 		$1.06M Sell
27,497
-5,524
-17% -$206K 0.01% 765
2018
Q2 		$1.17M Sell
33,021
-2,211
-6% -$79.9K 0.01% 728
2018
Q1 		$1.26M Sell
35,232
-11,893
-25% -$434K 0.01% 716
2017
Q4 		$1.66M Sell
47,125
-8,201
-15% -$282K 0.01% 648
2017
Q3 		$1.79M Sell
55,326
-1,997
-3% -$63.6K 0.02% 610
2017
Q2 		$1.79M Buy
57,323
+48,929
+583% +$1.56M 0.02% 603
2017
Q1 		$266K Buy
+8,394
New +$261K ﹤0.01% 1090
2015
Q1 		– Sell
-126,668
Closed -$3.51M – 1275
2014
Q4 		$3.51M Buy
126,668
+26,247
+26% +$714K 0.05% 337
2014
Q3 		$2.72M Buy
+100,421
New +$2.74M 0.05% 363

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

United Capital Financial Advisors's TDIV Position: Q2 2026 in Review

United Capital Financial Advisors held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 3,375 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

United Capital Financial Advisors first reported a position in TDIV in Q3 2014 and has held it in 30 quarters since. The position peaked at $9.29M in Q4 2021. 440 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • United Capital Financial Advisors held 3,375 shares of First Trust NASDAQ Technology Dividend Index Fund worth $388K as of Q2 2026.
  • United Capital Financial Advisors left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1254 holding.
  • United Capital Financial Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2014 and has held it in 30 quarters since.
  • United Capital Financial Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $9.29M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.