World Investment Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

World Investment Advisors’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	$4.14M	Sell	43,408 -700	-2%	-$77.6K	0.07%	298
2026 Q1	$4.13M	Buy	44,108 +1,272	+3%	+$124K	0.07%	303
2025 Q4	$4.15M	Sell	42,836 -3,156	-7%	-$310K	0.07%	295
2025 Q3	$4.53M	Buy	45,992 +1,241	+3%	+$116K	0.09%	243
2025 Q2	$4.04M	Buy	44,751 +3,895	+10%	+$306K	0.09%	245
2025 Q1	$3.01M	Buy	40,856 +3,542	+9%	+$280K	0.08%	280
2024 Q4	$2.93M	Buy	37,314 +3,878	+12%	+$311K	0.08%	273
2024 Q3	$2.68M	Buy	33,436 +28,083	+525%	+$2.15M	0.08%	257
2024 Q2	$405K	Buy	5,353 +164	+3%	+$11.7K	0.03%	439
2024 Q1	$361K	Buy	+5,189	New	+$347K	0.05%	272

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

World Investment Advisors's TDIV Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.6% in Q2 2026, selling an estimated $77.6K and leaving 43,408 shares worth $4.14M. The position accounts for 0.07% of the portfolio, ranked #298.

World Investment Advisors first reported a position in TDIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.53M in Q3 2025. 444 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

World Investment Advisors held 43,408 shares of First Trust NASDAQ Technology Dividend Index Fund worth $4.14M as of Q2 2026.
World Investment Advisors sold 700 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $77.6K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #298 holding.
World Investment Advisors first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's First Trust NASDAQ Technology Dividend Index Fund position peaked at $4.53M in Q3 2025.
444 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.