National Wealth Management Group, LLC First Trust Nasdaq Technology Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, National Wealth Management Group, LLC holds 16,939 shares of TDIV stock, worth $1.54 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

16,939

Previous 22,593 25.03%

Holding current value

$1.54 Million

Previous $1.77 Billion 29.66%

% of portfolio

0.82%

Previous 1.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$73.39 - $83.95 $414,947 - $474,653	-5,654 Reduced 25.03%	16,939 $1.25 Billion
Q4 2024 Feb 12, 2025	BUY	$78.03 - $82.13 $172,134 - $181,178	2,206 Added 10.82%	22,593 $1.77 Billion
Q3 2024 Nov 13, 2024	BUY	$70.51 - $81.07 $1.07 Million - $1.23 Million	15,155 Added 289.66%	20,387 $1.64 Billion
Q2 2024 Aug 09, 2024	SELL	$65.21 - $77.8 $86,011 - $102,618	-1,319 Reduced 20.13%	5,232 $396 Million
Q1 2024 May 17, 2024	BUY	$61.89 - $70.93 $184,122 - $211,016	2,975 Added 83.19%	6,551 $456 Million
Q4 2023 Feb 01, 2024	SELL	$53.99 - $64.39 $142,263 - $169,667	-2,635 Reduced 42.42%	3,576 $229 Million
Q3 2023 Nov 13, 2023	SELL	$55.66 - $60.15 $6,957 - $7,518	-125 Reduced 1.97%	6,211 $348 Million
Q2 2023 Aug 09, 2023	BUY	$51.27 - $59.33 $43,733 - $50,608	853 Added 15.56%	6,336 $367 Million
Q1 2023 May 15, 2023	BUY	$47.72 - $54.09 $261,648 - $296,575	5,483 New	5,483 $286 Million

Others Institutions Holding TDIV

# of Institutions

382

Shares Held

23.3M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
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National Wealth Management Group, LLC First Trust Nasdaq Technology Transaction History