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First Trust NASDAQ Technology Dividend Index Fund (TDIV)



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Upturn Advisory Summary
08/25/2025: TDIV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 43.68% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 62.32 - 89.69 | Updated Date 06/29/2025 |
52 Weeks Range 62.32 - 89.69 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust NASDAQ Technology Dividend Index Fund
ETF Overview
Overview
The First Trust NASDAQ Technology Dividend Index Fund (TDIV) aims to provide investment results that correspond generally to the price and yield of the NASDAQ Technology Dividend Index. The fund focuses on technology companies within the NASDAQ that have a history of paying dividends. Asset allocation primarily involves stocks, specifically those of technology companies. The investment strategy emphasizes dividend income and capital appreciation from technology stocks.
Reputation and Reliability
First Trust is a well-established ETF provider with a solid reputation. They are known for their innovative ETF products and consistent performance.
Management Expertise
First Trust has a dedicated team of experienced portfolio managers and analysts specializing in various sectors, including technology.
Investment Objective
Goal
The fund's primary goal is to provide current income and capital appreciation by investing in dividend-paying technology companies.
Investment Approach and Strategy
Strategy: TDIV tracks the NASDAQ Technology Dividend Index, a modified dividend-weighted index of dividend-paying technology companies.
Composition The ETF primarily holds stocks of publicly traded technology companies. The index is modified dividend weighted.
Market Position
Market Share: TDIV holds a moderate market share within the technology dividend ETF segment.
Total Net Assets (AUM): 1670000000
Competitors
Key Competitors
- FTEC
- XLK
- VGT
- QQQ
Competitive Landscape
The technology ETF market is highly competitive, dominated by larger funds like XLK and QQQ. TDIV distinguishes itself by focusing on dividend-paying technology stocks, offering a potential income stream. Compared to its competitors, TDIV is small and has a higher expense ratio.
Financial Performance
Historical Performance: Historical performance varies with the technology sector's overall performance and dividend yields. Performance data should be sourced from official fund documents.
Benchmark Comparison: TDIV's performance should be compared to the NASDAQ Technology Dividend Index to assess its tracking accuracy.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
TDIV exhibits moderate liquidity, generally adequate for typical trading needs.
Bid-Ask Spread
The bid-ask spread for TDIV is typically narrow, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technology innovation, and investor sentiment toward the technology sector all influence TDIV's performance.
Growth Trajectory
TDIV's growth depends on the performance of the technology sector and its ability to attract investors seeking dividend income. Strategic adjustments to holdings may occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
TDIV's competitive edge lies in its specific focus on dividend-paying technology companies, which provides a distinct income component. It caters to investors seeking both growth and income within the technology sector. This dividend focus differentiates it from broader technology ETFs that prioritize capital appreciation alone. However, this narrower focus can also limit its potential for high growth compared to non-dividend-focused peers.
Risk Analysis
Volatility
TDIV's volatility is generally aligned with the technology sector, which tends to be more volatile than the broader market.
Market Risk
TDIV is exposed to sector-specific risks, such as technological obsolescence, regulatory changes, and economic downturns affecting the technology industry.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a combination of capital appreciation and dividend income from the technology sector.
Market Risk
TDIV is suitable for long-term investors seeking diversification within technology stocks with a dividend component and those looking for steady income.
Summary
First Trust NASDAQ Technology Dividend Index Fund (TDIV) offers targeted exposure to dividend-paying technology stocks, appealing to investors seeking both income and growth. It tracks the NASDAQ Technology Dividend Index and provides a unique combination within the technology ETF landscape. TDIV faces competition from broader technology ETFs, but its dividend focus differentiates it. Ultimately, TDIV's suitability depends on an investor's risk tolerance and investment goals within the technology sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust NASDAQ Technology Dividend Index Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is owned and was developed by Nasdaq, Inc. (the index provider). The index includes up to 100 technology and telecommunications companies that pay a regular or common dividend. The fund is non-diversified.

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