Bennett Associates Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
21,213
-3,408
| -14% | -$307K | 1.47% | 18 |
|
|
2025
Q1 | $1.81M | Buy |
24,621
+9
| +0% | +$662 | 1.49% | 19 |
|
|
2024
Q4 | $1.93M | Sell |
24,612
-24
| -0.1% | -$1.88K | 1.6% | 16 |
|
|
2024
Q3 | $1.98M | Sell |
24,636
-885
| -3% | -$71.1K | 1.62% | 17 |
|
|
2024
Q2 | $1.93M | Buy |
25,521
+33
| +0.1% | +$2.5K | 1.74% | 17 |
|
|
2024
Q1 | $1.78M | Sell |
25,488
-785
| -3% | -$54.7K | 1.6% | 17 |
|
|
2023
Q4 | $1.68M | Buy |
+26,273
| New | +$1.68M | 1.64% | 16 |
|