Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,520
| Closed | -$202K | – | 929 |
|
|
2024
Q3 | $202K | Buy |
+2,520
| New | +$202K | 0.01% | 843 |
|
|
2022
Q3 | – | Sell |
-5,719
| Closed | -$287K | – | 608 |
|
|
2022
Q2 | $287K | Sell |
5,719
-185
| -3% | -$9.28K | 0.03% | 403 |
|
|
2022
Q1 | $348K | Hold |
5,904
| – | – | 0.03% | 433 |
|
|
2021
Q4 | $371K | Buy |
+5,904
| New | +$371K | 0.03% | 421 |
|