Western Wealth Management’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 | $579K | Buy |
6,422
+1,493
| +30% | +$135K | 0.03% | 382 |
|
|
2025
Q1 | $363K | Buy |
4,929
+416
| +9% | +$30.6K | 0.02% | 470 |
|
|
2024
Q4 | $354K | Buy |
4,513
+1,617
| +56% | +$127K | 0.02% | 469 |
|
|
2024
Q3 | $233K | Sell |
2,896
-389
| -12% | -$31.2K | 0.01% | 673 |
|
|
2024
Q2 | $249K | Buy |
3,285
+271
| +9% | +$20.5K | 0.02% | 554 |
|
|
2024
Q1 | $210K | Sell |
3,014
-5,008
| -62% | -$349K | 0.02% | 614 |
|
|
2023
Q4 | $514K | Buy |
+8,022
| New | +$514K | 0.04% | 407 |
|
|
2022
Q2 | – | Sell |
-3,849
| Closed | -$226K | – | 851 |
|
|
2022
Q1 | $226K | Buy |
+3,849
| New | +$226K | 0.01% | 758 |
|
|
2020
Q4 | – | Sell |
-11,262
| Closed | -$493K | – | 488 |
|
|
2020
Q3 | $493K | Buy |
11,262
+173
| +2% | +$7.57K | 0.08% | 238 |
|
|
2020
Q2 | $463K | Buy |
11,089
+143
| +1% | +$5.97K | 0.08% | 243 |
|
|
2020
Q1 | $383K | Buy |
+10,946
| New | +$383K | 0.09% | 225 |
|