Investment Firm Crumly Dumped Shares of TDIV Worth $3.4 Million. Should Investors Avoid the ETF?

According to a SEC filing dated April 2, 2026, Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV) during the archetypal quarter. The estimated transaction worth was astir $3.42 million, based connected mean pricing for the quarter.

As a result, the quarter-end worth of the TDIV presumption declined by $3.73 million, reflecting some the stock merchantability and banal terms movement.

TDIV remains a holding aft this reduction, present accounting for 2.05% of 13F AUM. Top holdings aft the filing are arsenic follows:

• NYSEMKT:HEFA: $26.21 cardinal (5.5% of AUM)

• NYSEMKT:JGRO: $21.45 cardinal (4.5% of AUM)

• NASDAQ:RDVY: $20.89 cardinal (4.4% of AUM)

• NYSEMKT:DSTL: $20.79 cardinal (4.4% of AUM)

• NYSE:DSTX: $19.76 cardinal (4.2% of AUM)

As of April 1, 2026, TDIV shares were priced astatine $94.02, up 29.2% implicit the past year, outperforming the S&P 500 by 12.49 percent points.

The presumption was antecedently 2.8% of the fund's AUM arsenic of the anterior quarter.

• The ETF’s concern strategy focuses connected tracking the Nasdaq Technology Dividend Index, targeting exertion and telecom companies with a accordant dividend history.

• The money is structured arsenic an exchange-traded money (ETF) with a rules-based methodology.

• TDIV chiefly serves income-focused investors seeking vulnerability to established exertion and telecommunications companies that wage regular dividends.

The First Trust NASDAQ Technology Dividend Index Fund provides investors with vulnerability to dividend-paying exertion and telecommunications companies done a passively-managed ETF structure.

The fund's strategy emphasizes some income procreation and assemblage diversification wrong the exertion space. By tracking a rules-based index, it offers a systematic attack to capturing full instrumentality imaginable from starring exertion firms with established dividend policies.

Investment steadfast Crumly & Associates’ determination to trim its involvement successful the First Trust NASDAQ Technology Dividend Index Fund (TDIV) during the archetypal 4th could beryllium for a fig of reasons. The ETF was good supra its 52-week debased of $62.54 reached past April, which could person enticed Crumly to dispose of immoderate shares.

It’s worthy noting Crumly continued to clasp implicit 100,000 shares aft the sale, indicating it inactive saw worth successful keeping the ETF. After all, TDIV is simply a supplier of passive income, offering a coagulated dividend output of astir 1.4% arsenic of April 2.