Kingswood Wealth Advisors’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 | $1.35M | Hold |
15,006
| – | – | 0.11% | 207 |
|
|
2025
Q1 | $1.11M | Sell |
15,006
-12,765
| -46% | -$942K | 0.1% | 224 |
|
|
2024
Q4 | $2.18M | Buy |
27,771
+14,306
| +106% | +$1.12M | 0.16% | 139 |
|
|
2024
Q3 | $1.08M | Sell |
13,465
-378
| -3% | -$30.4K | 0.08% | 273 |
|
|
2024
Q2 | $1.05M | Buy |
13,843
+2,428
| +21% | +$184K | 0.09% | 224 |
|
|
2024
Q1 | $795K | Buy |
+11,415
| New | +$795K | 0.09% | 244 |
|
|
2023
Q3 | – | Sell |
-9,750
| Closed | -$572K | – | 472 |
|
|
2023
Q2 | $572K | Buy |
+9,750
| New | +$572K | 0.18% | 124 |
|