Number of Shares
145,791.00
Current Holdings Value*
$10.73 Mil
% of Portfolio
5.58%
Total Estimate Gain
$5.53 Mil
% of Total Estimate Gain
58.26%

Cherry Creek Investment Advisors, Inc.'s First Trust NASDAQ Technology Dividend Index Fund Holding Summary

As of 2025-03-31, Cherry Creek Investment Advisors, Inc. held 145,791.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $10.73 Mil. This investment constitutes 5.58% of their stock portfolio, and Cherry Creek Investment Advisors, Inc. now holds 0.4% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.

The initial trade took place in 2021Q2. And since then Cherry Creek Investment Advisors, Inc. has made 5 purchases of TDIV, at an average price of $55.81, for a total of 169,977.00 shares. In addition, there have been 10 sales at an average price of $67.70 for 24,186.00 shares. Based on historical transaction data and TDIV's current price of $91.74, Cherry Creek Investment Advisors, Inc.'s estimated gain on his TDIV holdings is $5.53 Mil, reflecting a 58.26% gain to date.

Cherry Creek Investment Advisors, Inc. TDIV ($91.74) Holding Chart

Cherry Creek Investment Advisors, Inc. TDIV ($91.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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