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TDIV - ETF AI Analysis

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TDIV

First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Rating:74Outperform
Price Target:
TDIV, the First Trust NASDAQ Technology Dividend Index Fund, earns a solid overall rating driven mainly by high-quality tech leaders like Microsoft, Broadcom, Texas Instruments, IBM, TSMC, and Qualcomm, all showing strong financial performance, positive earnings outlooks, and meaningful exposure to growth areas like cloud and AI. The rating is held back somewhat by weaker names such as Oracle and Motorola Solutions, where bearish technical trends, high leverage, or signs of overvaluation introduce more risk. The main risk factor for TDIV is its heavy concentration in technology stocks, which can make the fund more sensitive to sector downturns and valuation pressures.
Positive Factors
Strong Overall Year-to-Date Performance
The fund has delivered solid gains so far this year, suggesting its strategy has recently worked well for investors.
Dividend-Focused Tech Leaders
Many top holdings are established technology companies that pay dividends, which can offer a mix of growth potential and income.
Large Asset Base
The fund manages a sizable pool of assets, which can support better liquidity and trading for everyday investors.
Negative Factors
Heavy Concentration in Technology
With most of the portfolio in technology stocks, the fund is highly sensitive to swings in the tech sector.
U.S.-Centric Portfolio
The ETF is overwhelmingly invested in U.S. companies, providing limited diversification across global markets.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative performance this year, which can drag on the fund’s returns even as others perform strongly.

TDIV vs. SPDR S&P 500 ETF (SPY)

TDIV Summary

TDIV is an ETF that follows the NASDAQ Technology Dividend Index, focusing on technology and telecom companies that pay regular dividends. It holds big names like Microsoft and Broadcom, along with other established tech firms, giving investors a mix of potential growth and steady income from dividends. Someone might invest in TDIV to get broad exposure to the tech sector while also collecting dividend payments, instead of relying only on share price gains. A key risk is that it is heavily concentrated in technology, so its value can rise and fall sharply with the tech sector.
How much will it cost me?The expense ratio for TDIV is 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because TDIV is a sector-focused fund that tracks dividend-paying technology companies, requiring more active management compared to broad-market passive ETFs.
What would affect this ETF?TDIV's focus on dividend-paying technology companies positions it well to benefit from continued global demand for tech innovation and growth, especially with top holdings like Microsoft and Broadcom driving advancements in cloud computing and semiconductors. However, rising interest rates or economic slowdowns could negatively impact the tech sector's performance, as higher borrowing costs and reduced consumer spending may weigh on growth. Additionally, regulatory changes or geopolitical tensions affecting global tech supply chains could pose risks to the ETF's returns.

TDIV Top 10 Holdings

TDIV leans heavily into dividend-paying tech, with chipmakers and Big Tech setting the tone. Broadcom and Texas Instruments have been steady to rising, helping power returns, while Applied Materials has been a standout engine in the semiconductor lane. On the flip side, IBM and Oracle have been lagging, acting like a bit of a brake on the fund’s momentum, and Microsoft’s performance has been mixed rather than explosive. Overall, it’s a globally diversified but tech-centric portfolio, with semiconductors and mature software giants doing most of the heavy lifting.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft9.00%$373.90M$2.90T-15.44%
79
Outperform
Broadcom7.80%$323.96M$1.76T32.05%
76
Outperform
Texas Instruments6.92%$287.60M$247.76B53.96%
78
Outperform
International Business Machines6.69%$277.87M$213.34B-12.41%
79
Outperform
Oracle4.87%$202.54M$339.15B-49.73%
66
Neutral
TSMC4.33%$179.84M$1.76T66.92%
81
Outperform
Analog Devices2.78%$115.49M$172.12B63.23%
78
Outperform
Qualcomm2.71%$112.69M$164.09B3.30%
80
Outperform
Applied Materials2.58%$107.10M$346.52B178.67%
77
Outperform
Motorola Solutions2.40%$99.67M$72.08B-1.86%
70
Neutral

TDIV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
114.17
Negative
100DMA
107.82
Positive
200DMA
102.64
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TDIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 110.17, equal to the 50-day MA of 114.17, and equal to the 200-day MA of 102.64, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TDIV.

TDIV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.05B0.50%
74
Outperform
$7.85B0.39%
64
Neutral
$5.04B0.40%
60
Neutral
$4.18B0.40%
70
Outperform
$4.13B0.55%
64
Neutral
$1.07B0.56%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TDIV
First Trust NASDAQ Technology Dividend Index Fund
110.47
22.51
25.59%
IXN
iShares Global Tech ETF
QTUM
Defiance Quantum ETF
IXJ
iShares Global Healthcare ETF
IDEF
iShares Defense Industrials Active ETF
IGPT
Invesco Ai And Next Gen Software Etf
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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