Summit Financial 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
Q1 | $237K | Buy |
3,225
+150
| +5% | +$11K | 0.05% | 132 |
|
|
2024
Q4 | $246K | Buy |
3,075
+25
| +0.8% | +$2K | 0.05% | 133 |
|
|
2024
Q3 | $245K | Buy |
+3,050
| New | +$245K | 0.05% | 131 |
|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$39K | – | 255 |
|
|
2015
Q2 | $39K | Buy |
1,500
+500
| +50% | +$13K | 0.02% | 161 |
|
|
2015
Q1 | $28K | Sell |
1,000
-1,150
| -53% | -$32.2K | 0.02% | 150 |
|
|
2014
Q4 | $60K | Buy |
+2,150
| New | +$60K | 0.04% | 112 |
|