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 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 $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

Wealthspire Advisors (New York)'s TDIV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its First Trust NASDAQ Technology Dividend Index Fund (TDIV) position steady in Q1 2026 at 2,210 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Wealthspire Advisors (New York) first reported a position in TDIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q3 2025. 398 funds tracked by Wall St. Rank hold TDIV as of Q1 2026.

Wealthspire Advisors (New York) held 2,210 shares of First Trust NASDAQ Technology Dividend Index Fund worth $207K as of Q1 2026.
Wealthspire Advisors (New York) left its First Trust NASDAQ Technology Dividend Index Fund share count unchanged in Q1 2026.
First Trust NASDAQ Technology Dividend Index Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #854 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 3 quarters since.
Wealthspire Advisors (New York)'s First Trust NASDAQ Technology Dividend Index Fund position peaked at $218K in Q3 2025.
398 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.