Whelan Financial
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Whelan Financial’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Whelan Financial’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 		– Sell
-1,772
Closed -$204K – 108
2026
Q2 		$204K Buy
+1,772
New +$196K 0.06% 101

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Aprio Wealth Management
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Park National Corp
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IFP Advisors
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Whelan Financial's TDIV Position: Q3 2026 in Review

Whelan Financial sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q3 2026, closing a stake of 1,772 shares — an estimated $204K sold.

Whelan Financial first reported a position in TDIV in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 258 funds tracked by Wall St. Rank hold TDIV as of Q3 2026.

  • Whelan Financial reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q3 2026 after selling out during the quarter.
  • Whelan Financial sold 1,772 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2026, an estimated $204K.
  • Whelan Financial first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2026 and held it in 1 quarter.
  • Whelan Financial's First Trust NASDAQ Technology Dividend Index Fund position peaked at $204K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.