Holistic Financial Partners’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	$1.37M	Buy	15,159 +8,643	+133%	+$779K	0.6%	30
2025 Q1	$480K	Buy	6,516 +3,818	+142%	+$281K	0.23%	55
2024 Q4	$212K	Buy	+2,698	New	+$212K	0.11%	110