AEPWM
Atlantic Edge Private Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
3,227
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $238K | Hold |
3,227
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $253K | Hold |
3,227
| – | – | 0.08% | 118 |
|
|
2024
Q3 | $259K | Hold |
3,227
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $244K | Hold |
3,227
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $225K | Hold |
3,227
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $207K | Buy |
+3,227
| New | +$207K | 0.08% | 120 |
|