Funding Agency Crumly Dumped Shares of TDIV Value $3.4 Million. Ought to Traders Keep away from the ETF?

In keeping with a SEC submitting dated April 2, 2026, Crumly & Associates Inc. bought 35,046 shares of the First Belief NASDAQ Expertise Dividend Index Fund (NASDAQ:TDIV) through the first quarter. The estimated transaction worth was roughly $3.42 million, primarily based on common pricing for the quarter.

In consequence, the quarter-end worth of the TDIV place declined by $3.73 million, reflecting each the share sale and inventory value motion.

TDIV stays a holding after this discount, now accounting for two.05% of 13F AUM. Prime holdings after the submitting are as follows:

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

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

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

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

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

As of April 1, 2026, TDIV shares have been priced at $94.02, up 29.2% over the previous yr, outperforming the S&P 500 by 12.49 proportion factors.

The place was beforehand 2.8% of the fund’s AUM as of the prior quarter.

• The ETF’s funding technique focuses on monitoring the Nasdaq Expertise Dividend Index, focusing on know-how and telecom corporations with a constant dividend historical past.

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

• TDIV primarily serves income-focused buyers in search of publicity to established know-how and telecommunications corporations that pay common dividends.

The First Belief NASDAQ Expertise Dividend Index Fund offers buyers with publicity to dividend-paying know-how and telecommunications corporations by means of a passively-managed ETF construction.

The fund’s technique emphasizes each revenue era and sector diversification inside the know-how area. By monitoring a rules-based index, it presents a scientific strategy to capturing whole return potential from main know-how companies with established dividend insurance policies.

Funding agency Crumly & Associates’ determination to trim its stake within the First Belief NASDAQ Expertise Dividend Index Fund (TDIV) through the first quarter might be for various causes. The ETF was nicely above its 52-week low of $62.54 reached final April, which may have enticed Crumly to get rid of some shares.

It’s price noting Crumly continued to carry over 100,000 shares after the sale, indicating it nonetheless noticed worth in protecting the ETF. In any case, TDIV is a supplier of passive revenue, providing a stable dividend yield of about 1.4% as of April 2.

TDIV is a compelling mixture of progress and revenue tech shares. Its high holdings embrace Texas Devices and Microsoft. Its draw back is that its expense ratio of 0.5% shouldn’t be low-cost.

But for buyers centered on revenue who need publicity to the know-how sector, TDIV will not be a nasty alternative. It gained’t be a pure progress play, however does present some publicity to the recent synthetic intelligence sector by means of shares reminiscent of Microsoft.

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Robert Izquierdo has positions in Microsoft and Texas Devices. The Motley Idiot has positions in and recommends Microsoft and Texas Devices. The Motley Idiot has a disclosure coverage.

Funding Agency Crumly Dumped Shares of TDIV Value $3.4 Million. Ought to Traders Keep away from the ETF? was initially revealed by The Motley Idiot