J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.38M | Buy |
24,627
+2,940
| +14% | +$165K | ﹤0.01% | 872 |
|
|
2023
Q2 | $1.27M | Sell |
21,687
-6,448
| -23% | -$378K | 0.01% | 699 |
|
|
2023
Q1 | $1.52M | Buy |
28,135
+8,021
| +40% | +$434K | ﹤0.01% | 985 |
|
|
2022
Q4 | $961K | Buy |
20,114
+3,035
| +18% | +$145K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $746K | Sell |
17,079
-312
| -2% | -$13.6K | ﹤0.01% | 1280 |
|
|
2022
Q2 | $873K | Buy |
17,391
+3
| +0% | +$151 | ﹤0.01% | 1204 |
|
|
2022
Q1 | $1.03M | Buy |
17,388
+12
| +0.1% | +$707 | ﹤0.01% | 1211 |
|
|
2021
Q4 | $1.09M | Buy |
17,376
+7,160
| +70% | +$450K | ﹤0.01% | 1201 |
|
|
2021
Q3 | $577K | Buy |
10,216
+5,223
| +105% | +$295K | ﹤0.01% | 1445 |
|
|
2021
Q2 | $286K | Buy |
4,993
+1,157
| +30% | +$66.3K | ﹤0.01% | 1690 |
|
|
2021
Q1 | $207K | Buy |
+3,836
| New | +$207K | ﹤0.01% | 1678 |
|