Financial Perspectives, Inc TDIV Holdings History
Financial Perspectives, Inc's First Trust NASDAQ Technology Dividend Index Fund Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 9,685.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $712,930.00. This investment constitutes 0.24% of their stock portfolio, and Financial Perspectives, Inc now holds 0.03% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.
The initial trade took place in 2020Q4. And since then Financial Perspectives, Inc has made 17 purchases of TDIV, at an average price of $52.80, for a total of 130,892.00 shares. In addition, there have been 1 sales at an average price of $56.16 for 121,207.00 shares. Based on historical transaction data and TDIV's current price of $92.29, Financial Perspectives, Inc's estimated gain on his TDIV holdings is $790,246.24, reflecting a 11.44% gain to date.
Financial Perspectives, Inc TDIV ($92.29) Holding Chart
Financial Perspectives, Inc TDIV ($92.29) 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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