True Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History

True Wealth Advisors, LLC

$253 Million
Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,445 shares of TDIV stock, worth $694,207. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,445

Previous 9,120 3.56%

Holding current value

$694,207

Previous $715,000 3.08%

% of portfolio

0.27%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$73.39 - $83.95 $23,851 - $27,283	325 Added 3.56%	9,445 $693,000
Q4 2024 Jan 15, 2025	BUY	$78.03 - $82.13 $49,392 - $51,988	633 Added 7.46%	9,120 $715,000
Q3 2024 Oct 29, 2024	BUY	$70.51 - $81.07 $12,762 - $14,673	181 Added 2.18%	8,487 $681,000
Q2 2024 Jul 24, 2024	BUY	$65.21 - $77.8 $38,930 - $46,446	597 Added 7.74%	8,306 $628,000
Q1 2024 Apr 23, 2024	BUY	$61.89 - $70.93 $43,880 - $50,289	709 Added 10.13%	7,709 $537,000
Q4 2023 Feb 08, 2024	BUY	$53.99 - $64.39 $55,663 - $66,386	1,031 Added 17.27%	7,000 $448,000
Q3 2023 Nov 07, 2023	BUY	$55.66 - $60.15 $332,234 - $359,035	5,969 New	5,969 $334,000

Others Institutions Holding TDIV

# of Institutions

359

Shares Held

22.7M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

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