Avaii Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Avaii Wealth Management, LLC

$232 Million
Q4 2025

A detailed history of Avaii Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 138,131 shares of TDIV stock, worth $13.3 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares

138,131

Previous 111,028 24.41%

Holding current value

$13.3 Million

Previous $10.9 Million 21.2%

% of portfolio

5.72%

Previous 4.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$96.0 - $102.5 $2.6 Million - $2.78 Million	27,103 Added 24.41%	138,131 $13.3 Million
Q3 2025 Oct 20, 2025	BUY	$89.27 - $100.33 $339,404 - $381,454	3,802 Added 3.55%	111,028 $10.9 Million
Q2 2025 Jul 15, 2025	BUY	$64.41 - $90.17 $3,864 - $5,410	60 Added 0.06%	107,226 $9.67 Million
Q1 2025 Apr 16, 2025	SELL	$73.39 - $83.95 $872,533 - $998,081	-11,889 Reduced 9.99%	107,166 $7.89 Million
Q4 2024 Jan 21, 2025	BUY	$78.03 - $82.13 $346,141 - $364,328	4,436 Added 3.87%	119,055 $9.34 Million

Q3 2024 Oct 16, 2024	BUY	$70.51 - $81.07 $8.08 Million - $9.29 Million	114,619 New	114,619 $9.2 Million

Others Institutions Holding TDIV

# of Institutions

410

Shares Held

25M

Call Options Held

2.7K

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 Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Account

Avaii Wealth Management, LLC First Trust Nasdaq Technology Transaction History