Purchases and Sales Made in Q1 2022 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ 100 TECHNOL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 22.45% |
$109K - $145K
|
4.52K
$884K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
738+ 2.21% |
$97.2K - $129K
|
34.1K
$6.66M
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
603+ 1.48% |
$79.4K - $106K
|
41.3K
$8.08M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
412+ 8.11% |
$54.3K - $72.1K
|
5.49K
$1.07M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
400+ 1428.57% |
$52.7K - $70K
|
428
$83.6K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
353+ 5.1% |
$46.5K - $61.8K
|
7.27K
$1.42M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
348+ 2.1% |
$45.8K - $60.9K
|
16.9K
$3.31M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
343New |
$45.2K - $60.1K
|
343
$67K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$39.5K - $52.5K
|
300
$58.6K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
293+ 8.5% |
$38.6K - $51.3K
|
3.74K
$731K
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
289+ 0.78% |
$38.1K - $50.6K
|
37.5K
$7.33M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
280New |
$36.9K - $49K
|
280
$54.7K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
277+ 3.0% |
$36.5K - $48.5K
|
9.51K
$1.86M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
254+ 14.74% |
$33.5K - $44.5K
|
1.98K
$386K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
240+ 7.47% |
$31.6K - $42K
|
3.45K
$675K
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
230+ 17.69% |
$30.3K - $40.3K
|
1.53K
$299K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
197+ 7.0% |
$26K - $34.5K
|
3.01K
$588K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
192New |
$25.3K - $33.6K
|
192
$37.5K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155+ 3.69% |
$20.4K - $27.1K
|
4.35K
$851K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
150+ 5.32% |
$19.8K - $26.3K
|
2.97K
$580K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
150New |
$19.8K - $26.3K
|
150
$29.3K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
149+ 3.49% |
$19.6K - $26.1K
|
4.42K
$863K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
124+ 31.0% |
$16.3K - $21.7K
|
524
$102K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
123+ 0.23% |
$16.2K - $21.5K
|
54.8K
$10.7M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
122+ 2.02% |
$16.1K - $21.4K
|
6.17K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
75+ 0.75% |
$9.88K - $13.1K
|
10K
$1.96M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
72+ 1.4% |
$9.49K - $12.6K
|
5.22K
$1.02M
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.7% |
$9.22K - $12.3K
|
4.19K
$819K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
61+ 1.98% |
$8.04K - $10.7K
|
3.14K
$614K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
52New |
$6.85K - $9.1K
|
52
$10.2K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 2.24% |
$6.72K - $8.93K
|
2.33K
$455K
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
48+ 0.54% |
$6.32K - $8.4K
|
8.94K
$1.75M
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 0.87% |
$5.4K - $7.18K
|
4.74K
$925K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25New |
$3.29K - $4.38K
|
25
$4.89K
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
21+ 0.17% |
$2.77K - $3.68K
|
12.2K
$2.39M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 0.59% |
$1.58K - $2.1K
|
2.05K
$400K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$1.32K - $1.75K
|
10
$1.95K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 6.98% |
$1.19K - $1.58K
|
138
$27K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$527 - $700
|
4
$782
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$264 - $350
|
2
$391
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$132 - $175
|
5.92K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-13Closed |
$1.71K - $2.28K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.67% |
$1.84K - $2.45K
|
2.07K
$405K
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-17- 0.68% |
$2.24K - $2.98K
|
2.48K
$485K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20- 1.46% |
$2.64K - $3.5K
|
1.35K
$264K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-22- 1.02% |
$2.9K - $3.85K
|
2.13K
$415K
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-23- 0.2% |
$3.03K - $4.03K
|
11.2K
$2.19M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26Closed |
$3.43K - $4.55K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-33Closed |
$4.35K - $5.78K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-43- 0.24% |
$5.67K - $7.53K
|
17.5K
$3.42M
|