Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,006 shares of TDIV stock, worth $1.37 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,006

Previous 71,666 79.06%

Holding current value

$1.37 Million

Previous $5.29 Billion 74.43%

% of portfolio

0.11%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$64.41 - $90.17 $3.65 Million - $5.11 Million	-56,660 Reduced 79.06%	15,006 $1.35 Billion
Q1 2025 Apr 21, 2025	BUY	$73.39 - $83.95 $3.22 Million - $3.68 Million	43,895 Added 158.06%	71,666 $5.29 Billion
Q4 2024 Jan 22, 2025	BUY	$78.03 - $82.13 $1.12 Million - $1.17 Million	14,306 Added 106.25%	27,771 $2.18 Billion
Q3 2024 Oct 21, 2024	SELL	$70.51 - $81.07 $26,652 - $30,644	-378 Reduced 2.73%	13,465 $1.08 Billion
Q2 2024 Jul 09, 2024	BUY	$65.21 - $77.8 $158,329 - $188,898	2,428 Added 21.27%	13,843 $1.05 Billion
Q1 2024 Apr 15, 2024	BUY	$61.89 - $70.93 $706,474 - $809,665	11,415 New	11,415 $795 Million
Q2 2023 Aug 09, 2023	BUY	$51.27 - $59.33 $499,882 - $578,467	9,750 New	9,750 $572 Million

Others Institutions Holding TDIV

# of Institutions

380

Shares Held

23M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
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Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History