Congress Holdings

Most held

TDIV

First Trust NASDAQ Technology Dividend Index Fund

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Raul Ruiz CA-25 Member Summit Wealth Management - IRA โ‡’ First Trust NASDAQ Technology Dividend Index Fund (TDIV) EF $15,001 - $50,000 May 13, 2026
filing 10076447, p. 2

How the count is made: see Most held.