Ep Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,462 shares of TDIV stock, worth $546,418. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,462

Previous 6,412 14.82%

Holding current value

$546,418

Previous $471,000 4.46%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$64.41 - $90.17 $61,189 - $85,661	-950 Reduced 14.82%	5,462 $492,000
Q1 2025 May 15, 2025	SELL	$73.39 - $83.95 $81,462 - $93,184	-1,110 Reduced 14.76%	6,412 $471,000
Q4 2024 Feb 13, 2025	SELL	$78.03 - $82.13 $9,909 - $10,430	-127 Reduced 1.66%	7,522 $590,000
Q3 2024 Nov 14, 2024	BUY	$70.51 - $81.07 $33,280 - $38,265	472 Added 6.58%	7,649 $614,000
Q2 2024 Aug 19, 2024	SELL	$65.21 - $77.8 $19,889 - $23,729	-305 Reduced 4.08%	7,177 $543,000
Q1 2024 May 14, 2024	BUY	$61.89 - $70.93 $18,876 - $21,633	305 Added 4.25%	7,482 $521,000
Q4 2023 Feb 28, 2024	BUY	$53.99 - $64.39 $167,854 - $200,188	3,109 Added 76.43%	7,177 $459,000
Q3 2023 Nov 22, 2023	BUY	$55.66 - $60.15 $226,424 - $244,690	4,068 New	4,068 $228,000

Others Institutions Holding TDIV

# of Institutions

400

Shares Held

23.8M

Call Options Held

4.7K

Put Options Held

View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History