Valmark Advisers’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Valmark Advisers’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 Q3	$379K	Buy	+3,362	New	+$381K	﹤0.01%	591

Other funds holding TDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Valmark Advisers's TDIV Position: Q3 2026 in Review

Valmark Advisers opened a new position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026: 3,362 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

313 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Valmark Advisers held 3,362 shares of First Trust NASDAQ Technology Dividend Index Fund worth $379K as of Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund was a new Valmark Advisers position in Q3 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #591 holding.
313 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.