National Wealth Management Group’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
Q1 | $1.25M | Sell |
16,939
-5,654
| -25% | -$416K | 0.82% | 27 |
|
|
2024
Q4 | $1.77M | Buy |
22,593
+2,206
| +11% | +$173K | 1.18% | 21 |
|
|
2024
Q3 | $1.64M | Buy |
20,387
+15,155
| +290% | +$1.22M | 1.11% | 24 |
|
|
2024
Q2 | $396K | Sell |
5,232
-1,319
| -20% | -$99.8K | 0.3% | 77 |
|
|
2024
Q1 | $456K | Buy |
6,551
+2,975
| +83% | +$207K | 0.36% | 76 |
|
|
2023
Q4 | $229K | Sell |
3,576
-2,635
| -42% | -$169K | 0.22% | 120 |
|
|
2023
Q3 | $348K | Sell |
6,211
-125
| -2% | -$7.01K | 0.38% | 89 |
|
|
2023
Q2 | $367K | Buy |
6,336
+853
| +16% | +$49.4K | 0.38% | 86 |
|
|
2023
Q1 | $286K | Buy |
+5,483
| New | +$286K | 0.33% | 100 |
|