Wealthspire Advisors (New York)’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Wealthspire Advisors (New York)’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	$258K	Buy	2,247 +37	+2%	+$4.1K	﹤0.01%	1044
2026 Q1	$207K	Hold	2,210	–	–	﹤0.01%	854
2025 Q4	$214K	Hold	2,210	–	–	﹤0.01%	946
2025 Q3	$218K	Buy	+2,210	New	+$206K	﹤0.01%	766

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 22.9% 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

Wealthspire Advisors (New York)'s TDIV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.7% in Q2 2026, buying an estimated $4.1K and bringing the position to 2,247 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Wealthspire Advisors (New York) first reported a position in TDIV in Q3 2025 and has held it in 4 quarters since. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

Wealthspire Advisors (New York) held 2,247 shares of First Trust NASDAQ Technology Dividend Index Fund worth $258K as of Q2 2026.
Wealthspire Advisors (New York) bought 37 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $4.1K.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1044 holding.
Wealthspire Advisors (New York) first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2025 and has held it in 4 quarters since.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.