Visionary Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Visionary Wealth 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	$627K	Hold	5,460	–	–	0.02%	388
2026 Q1	$511K	Hold	5,460	–	–	0.02%	393
2025 Q4	$529K	Hold	5,460	–	–	0.02%	376
2025 Q3	$538K	Hold	5,460	–	–	0.03%	370
2025 Q2	$492K	Buy	5,460 +157	+3%	+$12.3K	0.03%	360
2025 Q1	$390K	Buy	5,303 +63	+1%	+$4.99K	0.02%	384
2024 Q4	$411K	Buy	5,240 +75	+1%	+$6.01K	0.02%	384
2024 Q3	$415K	Hold	5,165	–	–	0.03%	373
2024 Q2	$391K	Hold	5,165	–	–	0.03%	366
2024 Q1	$360K	Hold	5,165	–	–	0.02%	386
2023 Q4	$331K	Hold	5,165	–	–	0.02%	379
2023 Q3	$290K	Sell	5,165 -75	-1%	-$4.37K	0.02%	371
2023 Q2	$307K	Hold	5,240	–	–	0.02%	362
2023 Q1	$283K	Sell	5,240 -888	-14%	-$45.5K	0.02%	365
2022 Q4	$293K	Sell	6,128 -100	-2%	-$4.77K	0.03%	326
2022 Q3	$272K	Hold	6,228	–	–	0.03%	318
2022 Q2	$312K	Hold	6,228	–	–	0.03%	317
2022 Q1	$367K	Hold	6,228	–	–	0.03%	299
2021 Q4	$391K	Hold	6,228	–	–	0.03%	261
2021 Q3	$352K	Sell	6,228 -500	-7%	-$29K	0.04%	226
2021 Q2	$386K	Buy	6,728 +338	+5%	+$19K	0.04%	232
2021 Q1	$345K	Sell	6,390 -1,700	-21%	-$88.3K	0.04%	232
2020 Q4	$400K	Hold	8,090	–	–	0.04%	206
2020 Q3	$354K	Sell	8,090 -100	-1%	-$4.38K	0.05%	180
2020 Q2	$342K	Buy	8,190 +100	+1%	+$3.93K	0.05%	169
2020 Q1	$286K	Hold	8,090	–	–	0.05%	155
2019 Q4	$349K	Buy	+8,090	New	+$335K	0.06%	152

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

Visionary Wealth Advisors's TDIV Position: Q2 2026 in Review

Visionary Wealth Advisors held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q2 2026 at 5,460 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #388.

Visionary Wealth Advisors first reported a position in TDIV in Q4 2019 and has held it in 27 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Visionary Wealth Advisors held 5,460 shares of First Trust NASDAQ Technology Dividend Index Fund worth $627K as of Q2 2026.
Visionary Wealth 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 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #388 holding.
Visionary Wealth Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2019 and has held it in 27 quarters since.
441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.