Walkner Condon Financial 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
2024
Q1
Sell
-4,043
Closed -$259K 277
2023
Q4
$259K Sell
4,043
-2,252
-36% -$144K 0.06% 227
2023
Q3
$353K Buy
6,295
+1,250
+25% +$70.1K 0.09% 168
2023
Q2
$296K Buy
5,045
+1,212
+32% +$71.1K 0.08% 187
2023
Q1
$207K Buy
+3,833
New +$207K 0.06% 223