Summit Financial Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TDIV Stock Details TDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$301K	Sell
2025 Q2	$291K	Hold
2025 Q1	$237K	Buy
2024 Q4	$246K	Buy
2024 Q3	$245K	Buy
2015 Q3	–	Sell
2015 Q2	$39K	Buy
2015 Q1	$28K	Sell
2014 Q4	$60K	Buy