Pinnacle Family Advisors, LLC First Trust Nasdaq Technology Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 20,034 shares of TDIV stock, worth $1.65 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

20,034

Previous 18,855 6.25%

Holding current value

$1.65 Million

Previous $1.51 Million 3.76%

% of portfolio

0.86%

Previous 0.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$78.03 - $82.13 $91,997 - $96,831	1,179 Added 6.25%	20,034 $1.57 Million
Q3 2024 Nov 14, 2024	SELL	$70.51 - $81.07 $60,004 - $68,990	-851 Reduced 4.32%	18,855 $1.51 Million
Q2 2024 Aug 14, 2024	BUY	$65.21 - $77.8 $128,854 - $153,732	1,976 Added 11.14%	19,706 $1.49 Million
Q1 2024 May 15, 2024	BUY	$61.89 - $70.93 $29,521 - $33,833	477 Added 2.76%	17,730 $1.24 Million
Q4 2023 Feb 14, 2024	BUY	$53.99 - $64.39 $237,663 - $283,444	4,402 Added 34.25%	17,253 $1.11 Million
Q3 2023 Nov 14, 2023	BUY	$55.66 - $60.15 $92,729 - $100,209	1,666 Added 14.89%	12,851 $720,000
Q2 2023 Aug 14, 2023	BUY	$51.27 - $59.33 $211,591 - $244,854	4,127 Added 58.47%	11,185 $656,000
Q1 2023 May 15, 2023	BUY	$47.72 - $54.09 $9,305 - $10,547	195 Added 2.84%	7,058 $381,000
Q4 2022 Feb 10, 2023	BUY	$42.8 - $51.41 $17,376 - $20,872	406 Added 6.29%	6,863 $327,000
Q3 2022 Nov 14, 2022	BUY	$43.7 - $55.13 $282,170 - $355,974	6,457 New	6,457 $282,000

Others Institutions Holding TDIV

# of Institutions

355

Shares Held

22.6M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

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Pinnacle Family Advisors, LLC First Trust Nasdaq Technology Transaction History