TDIV β€” FT VI:Nsdq Tech Div

Ownership history in Summit Financial, LLC  Β·  2 quarters on record

AI Ownership Summary

Summit Financial, LLC reported FT VI:Nsdq Tech Div (TDIV) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows TDIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial, LLC's position in FT VI:Nsdq Tech Div, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TDIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Financial, LLC held TDIV β€” position size vs. price
% of Fund (quarterly)    TDIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,064 +617 +25.2% 0.00% $302K 2025-11-14 $95.58
2025 Q2 INITIATED 2,447 β€” β€” 0.00% $221K 2025-08-13 $91.99

FAQ About Summit Financial, LLC and TDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Financial, LLC reported owning TDIV?

Summit Financial, LLC reported TDIV across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported TDIV position in Summit Financial, LLC's portfolio?

The largest reported portfolio weight for TDIV was 0.00% in 2025 Q2.

What is the latest reported TDIV position on this page?

The most recent filing on this page is 2025 Q3, when Summit Financial, LLC reported 3,064 shares, equal to 0.00% of portfolio, with an estimated market value of $302K.

What does the chart on this TDIV ownership page compare?

The chart compares Summit Financial, LLC's quarterly TDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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