Segment Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Segment Wealth Management, LLC

$1.59 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Oct 26, 2017	SELL	$32.1 - $32.38 $474,534 - $478,673	-14,783 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	14,783	14,783 $461,000

Others Institutions Holding TDIV

# of Institutions

400

Shares Held

23.9M

Call Options Held

4.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.6M
Shares

$255 Million
0.08% of portfolio
Morgan Stanley New York, NY

1.95M
Shares

$191 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.39M
Shares

$136 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$135 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$135 Million
0.03% of portfolio

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
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