WealthShield Partners’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

WealthShield Partners’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	-1,040	Closed	-$97.4K	–	586
2026 Q1	$97.4K	Buy	1,040 +47	+5%	+$4.59K	0.01%	406
2025 Q4	$96.2K	Hold	993	–	–	0.01%	397
2025 Q3	$97.9K	Hold	993	–	–	0.01%	396
2025 Q2	$89.5K	Hold	993	–	–	0.01%	392
2025 Q1	$73.1K	Hold	993	–	–	0.01%	396
2024 Q4	$77.9K	Hold	993	–	–	0.01%	361
2024 Q3	$79.7K	Hold	993	–	–	0.01%	366
2024 Q2	$75.1K	Hold	993	–	–	0.01%	343
2024 Q1	$69.2K	Hold	993	–	–	0.01%	337
2023 Q4	$63.6K	Hold	993	–	–	0.01%	348
2023 Q3	$55.7K	Hold	993	–	–	0.01%	369
2023 Q2	$58.2K	Hold	993	–	–	0.01%	372
2023 Q1	$53.7K	Buy	+993	New	+$50.9K	0.01%	370
2021 Q3	–	Sell	-993	Closed	-$57K	–	685
2021 Q2	$57K	Hold	993	–	–	0.01%	452
2021 Q1	$54K	Buy	+993	New	+$51.6K	0.01%	444
2020 Q4	–	Sell	-993	Closed	-$43K	–	415
2020 Q3	$43K	Hold	993	–	–	0.02%	307
2020 Q2	$41K	Hold	993	–	–	0.02%	255
2020 Q1	$35K	Buy	+993	New	+$40.9K	0.02%	201

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

WealthShield Partners's TDIV Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2026, closing a stake of 1,040 shares — an estimated $97.4K sold.

WealthShield Partners first reported a position in TDIV in Q1 2020 and held it in 18 quarters. The position peaked at $97.9K in Q3 2025. 443 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

WealthShield Partners reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,040 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $97.4K.
WealthShield Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2020 and held it in 18 quarters.
WealthShield Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $97.9K in Q3 2025.
443 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.