Wedmont Private Capital’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Wedmont Private Capital’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 Q3	$2.1M	Buy	18,346 +1	+0%	+$113	0.05%	200
2026 Q2	$2.1M	Hold	18,345	–	–	0.06%	183
2026 Q1	$1.78M	Buy	18,345 +1	+0%	+$98	0.06%	186
2025 Q4	$1.81M	Hold	18,344	–	–	0.06%	172
2025 Q3	$1.82M	Hold	18,344	–	–	0.07%	177
2025 Q2	$1.69M	Buy	18,344 +1	+0%	+$78	0.07%	172
2025 Q1	$1.28M	Buy	+18,343	New	+$1.45M	0.07%	189

Other funds holding TDIV

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wedmont Private Capital's TDIV Position: Q3 2026 in Review

Wedmont Private Capital increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 0.01% in Q3 2026, buying an estimated $113 and bringing the position to 18,346 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #200.

Wedmont Private Capital first reported a position in TDIV in Q1 2025 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

Wedmont Private Capital held 18,346 shares of First Trust NASDAQ Technology Dividend Index Fund worth $2.1M as of Q3 2026.
Wedmont Private Capital bought 1 First Trust NASDAQ Technology Dividend Index Fund share in Q3 2026, an estimated $113.
First Trust NASDAQ Technology Dividend Index Fund made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #200 holding.
Wedmont Private Capital first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2025 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.