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WealthPlan Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

WealthPlan Investment Management’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 		$3.58M Sell
31,130
-709
-2% -$78.6K 0.18% 113
2026
Q1 		$2.98M Buy
31,839
+9,204
+41% +$898K 0.17% 122
2025
Q4 		$2.19M Buy
22,635
+289
+1% +$28.4K 0.14% 131
2025
Q3 		$2.2M Sell
22,346
-2,500
-10% -$233K 0.15% 122
2025
Q2 		$2.24M Buy
24,846
+637
+3% +$50K 0.16% 118
2025
Q1 		$1.78M Sell
24,209
-5,114
-17% -$405K 0.18% 108
2024
Q4 		$2.3M Sell
29,323
-36,967
-56% -$2.96M 0.23% 95
2024
Q3 		$5.32M Buy
+66,290
New +$5.08M 0.54% 67

Other funds holding TDIV

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

WealthPlan Investment Management's TDIV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 2.2% in Q2 2026, selling an estimated $78.6K and leaving 31,130 shares worth $3.58M. The position accounts for 0.18% of the portfolio, ranked #113.

WealthPlan Investment Management first reported a position in TDIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q3 2024. 168 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • WealthPlan Investment Management held 31,130 shares of First Trust NASDAQ Technology Dividend Index Fund worth $3.58M as of Q2 2026.
  • WealthPlan Investment Management sold 709 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $78.6K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.18% of WealthPlan Investment Management's portfolio in Q2 2026, its #113 holding.
  • WealthPlan Investment Management first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2024 and has held it in 8 quarters since.
  • WealthPlan Investment Management's First Trust NASDAQ Technology Dividend Index Fund position peaked at $5.32M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.