Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History

Steel Peak Wealth Management LLC

$2.87 Billion
Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,742 shares of TDIV stock, worth $551,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,742

Previous 9,817 41.51%

Holding current value

$551,519

Previous $967,000 43.02%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$96.0 - $102.5 $391,200 - $417,687	-4,075 Reduced 41.51%	5,742 $551,000
Q3 2025 Oct 21, 2025	BUY	$89.27 - $100.33 $54,008 - $60,699	605 Added 6.57%	9,817 $967,000
Q2 2025 Jul 22, 2025	BUY	$64.41 - $90.17 $35,811 - $50,134	556 Added 6.42%	9,212 $830,000
Q1 2025 Apr 30, 2025	BUY	$73.39 - $83.95 $202,262 - $231,366	2,756 Added 46.71%	8,656 $637,000
Q4 2024 Jan 22, 2025	BUY	$78.03 - $82.13 $50,719 - $53,384	650 Added 12.38%	5,900 $462,000

Q3 2024 Oct 25, 2024	BUY	$70.51 - $81.07 $105,765 - $121,604	1,500 Added 40.0%	5,250 $421,000
Q2 2024 Jul 16, 2024	BUY	$65.21 - $77.8 $244,537 - $291,750	3,750 New	3,750 $283,000

Others Institutions Holding TDIV

# of Institutions

408

Shares Held

25.1M

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

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History