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Crumly & Associates Sells $3.4M in TDIV Shares Amid ETF Performance Review

Apr 03, 2026 15:17 UTC
TDIV
Short term

Investment firm Crumly & Associates Inc. reduced its stake in the First Trust NASDAQ Technology Dividend Index Fund (TDIV) by $3.4 million in Q1 2026. The move comes as the ETF outperformed the S&P 500 by nearly 13 percentage points over the past year.

  • Crumly & Associates sold 35,046 TDIV shares in Q1 2026 for $3.42 million
  • TDIV's share price rose 29.2% over the past year, outperforming the S&P 500 by 12.49 percentage points
  • The ETF remains in Crumly's portfolio at 2.05% of 13F AUM after the reduction
  • TDIV's top holdings include Texas Instruments and Microsoft
  • The ETF offers a 1.4% dividend yield as of April 2, 2026
  • TDIV's expense ratio is 0.5%, higher than some alternatives

Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (TDIV) during the first quarter of 2026, according to a SEC filing dated April 2. The transaction, valued at approximately $3.42 million, reduced the firm's TDIV position by $3.73 million when accounting for both the sale and stock price movement. Despite the reduction, TDIV remains in Crumly's portfolio, now representing 2.05% of the firm's 13F AUM. The ETF, which focuses on dividend-paying technology and telecommunications companies, saw its share price rise to $94.02 as of April 1, 2026, marking a 29.2% increase over the past year. This performance outpaced the S&P 500 by 12.49 percentage points. The decision to trim the position may reflect a strategic rebalancing rather than a negative outlook, as Crumly still holds over 100,000 TDIV shares. TDIV's strategy combines income generation with exposure to the technology sector through a rules-based index. The ETF's top holdings include Texas Instruments and Microsoft, offering investors a mix of growth and income-focused tech stocks. While TDIV's 0.5% expense ratio is higher than some alternatives, its 1.4% dividend yield as of April 2, 2026, and exposure to AI-related stocks like Microsoft may continue to appeal to income-oriented investors.

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