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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's TDIV Position: Q1 2026 in Review

WealthShield Partners increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 4.7% in Q1 2026, buying an estimated $4.59K and bringing the position to 1,040 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #406.

WealthShield Partners first reported a position in TDIV in Q1 2020 and has held it in 18 quarters since. The position peaked at $97.9K in Q3 2025. 399 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

WealthShield Partners held 1,040 shares of First Trust NASDAQ Technology Dividend Index Fund worth $97.4K as of Q1 2026.
WealthShield Partners bought 47 First Trust NASDAQ Technology Dividend Index Fund shares in Q1 2026, an estimated $4.59K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #406 holding.
WealthShield Partners first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2020 and has held it in 18 quarters since.
WealthShield Partners's First Trust NASDAQ Technology Dividend Index Fund position peaked at $97.9K in Q3 2025.
399 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.