Wealth Management Associates, Inc. First Trust Nasdaq Technology Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 60,987 shares of TDIV stock, worth $4.97 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

60,987

Previous 62,065 1.74%

Holding current value

$4.97 Million

Previous $4.87 Billion 7.81%

% of portfolio

1.92%

Previous 2.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$73.39 - $83.95 $79,114 - $90,498	-1,078 Reduced 1.74%	60,987 $4.49 Billion
Q4 2024 May 28, 2025	BUY	$78.03 - $82.13 $11,704 - $12,319	150 Added 0.24%	62,065 $4.87 Billion
Q3 2024 May 28, 2025	SELL	$70.51 - $81.07 $30,812 - $35,427	-437 Reduced 0.7%	61,915 $4.97 Billion
Q1 2024 May 28, 2025	SELL	$61.89 - $70.93 $232,582 - $266,554	-3,758 Reduced 5.68%	62,352 $4.72 Billion
Q4 2023 May 28, 2025	SELL	$53.99 - $64.39 $94,590 - $112,811	-1,752 Reduced 2.58%	66,110 $4.24 Billion
Q3 2023 May 28, 2025	SELL	$55.66 - $60.15 $121,394 - $131,187	-2,181 Reduced 3.11%	67,862 $3.81 Billion
Q2 2023 May 28, 2025	SELL	$51.27 - $59.33 $50,757 - $58,736	-990 Reduced 1.39%	70,043 $4.11 Billion
Q1 2023 May 28, 2025	SELL	$47.72 - $54.09 $58,981 - $66,855	-1,236 Reduced 1.71%	71,033 $3.84 Billion
Q4 2022 May 28, 2025	SELL	$42.8 - $51.41 $147,617 - $177,313	-3,449 Reduced 4.56%	72,269 $3.45 Billion
Q3 2022 May 28, 2025	SELL	$43.7 - $55.13 $27,443 - $34,621	-628 Reduced 0.82%	75,718 $3.31 Billion
Q2 2022 May 28, 2025	BUY	$49.36 - $59.27 $24,531 - $29,457	497 Added 0.66%	76,346 $3.83 Billion
Q1 2022 May 28, 2025	SELL	$55.04 - $63.88 $162,257 - $188,318	-2,948 Reduced 3.74%	75,849 $4.47 Billion
Q4 2021 May 28, 2025	BUY	$56.25 - $63.48 $25,425 - $28,692	452 Added 0.58%	78,797 $4.95 Billion
Q3 2021 May 28, 2025	SELL	$56.07 - $59.24 $181,947 - $192,233	-3,245 Reduced 3.98%	78,345 $4.42 Billion
Q2 2021 May 28, 2025	SELL	$54.11 - $57.66 $69,477 - $74,035	-1,284 Reduced 1.55%	81,590 $4.68 Billion
Q1 2021 May 28, 2025	BUY	$48.88 - $54.24 $40,374 - $44,802	826 Added 1.01%	82,874 $4.47 Billion
Q4 2020 May 28, 2025	SELL	$41.7 - $49.55 $4,670 - $5,549	-112 Reduced 0.14%	82,048 $4.06 Billion
Q3 2020 May 28, 2025	BUY	$41.5 - $46.86 $12,657 - $14,292	305 Added 0.37%	82,160 $3.6 Billion
Q2 2020 May 28, 2025	SELL	$34.06 - $43.0 $16,893 - $21,328	-496 Reduced 0.6%	81,855 $3.41 Billion
Q1 2020 May 28, 2025	BUY	$31.64 - $46.25 $43,441 - $63,501	1,373 Added 1.7%	82,351 $2.91 Billion
Q4 2019 May 28, 2025	BUY	$38.88 - $43.23 $35,069 - $38,993	902 Added 1.13%	80,978 $3.49 Billion
Q3 2019 May 28, 2025	BUY	$37.46 - $41.12 $70,462 - $77,346	1,881 Added 2.41%	80,076 $3.21 Billion
Q2 2019 May 28, 2025	BUY	$35.87 - $40.82 $2.32 Million - $2.64 Million	64,717 Added 480.17%	78,195 $3.05 Billion
Q1 2019 May 28, 2025	BUY	$32.03 - $38.84 $5,765 - $6,991	180 Added 1.35%	13,478 $516 Million
Q4 2018 May 28, 2025	BUY	$31.2 - $38.63 $414,897 - $513,701	13,298 New	13,298 $441 Million

Others Institutions Holding TDIV

# of Institutions

368

Shares Held

22.9M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
Sector ETFs
Industry ETFs

More about TDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Account

Wealth Management Associates, Inc. First Trust Nasdaq Technology Transaction History