GeoWealth 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 | $430K | Buy |
4,773
+320
| +7% | +$28.9K | 0.02% | 437 |
|
|
2025
Q1 | $328K | Buy |
4,453
+142
| +3% | +$10.5K | 0.01% | 527 |
|
|
2024
Q4 | $338K | Sell |
4,311
-9,149
| -68% | -$718K | 0.01% | 592 |
|
|
2024
Q3 | $1.08M | Buy |
13,460
+1,010
| +8% | +$81.1K | 0.04% | 283 |
|
|
2024
Q2 | $942K | Buy |
12,450
+1,406
| +13% | +$106K | 0.04% | 285 |
|
|
2024
Q1 | $769K | Buy |
11,044
+6,317
| +134% | +$440K | 0.03% | 344 |
|
|
2023
Q4 | $303K | Buy |
+4,727
| New | +$303K | 0.03% | 411 |
|