Purchases and Sales Made in Q1 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
468+ 0.9% |
$48.5K - $61.1K
|
52.5K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
413+ 1.33% |
$42.8K - $53.9K
|
31.5K
$6.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
397+ 40.14% |
$41.1K - $51.8K
|
1.39K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
329+ 1.08% |
$34.1K - $42.9K
|
30.8K
$6.03M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300+ 12.03% |
$31.1K - $39.2K
|
2.79K
$546K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
299+ 1.24% |
$31K - $39K
|
24.5K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
299+ 1.24% |
$31K - $39K
|
24.5K
$4.79M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
297+ 4.89% |
$30.8K - $38.8K
|
6.37K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
285+ 1.21% |
$29.5K - $37.2K
|
23.9K
$4.67M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
256+ 1.54% |
$26.5K - $33.4K
|
16.9K
$3.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
232+ 1.24% |
$24K - $30.3K
|
19K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 2.35% |
$21.7K - $27.4K
|
9.16K
$1.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
200+ 6.0% |
$20.7K - $26.1K
|
3.54K
$691K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
142+ 4.62% |
$14.7K - $18.5K
|
3.21K
$628K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
111+ 146.05% |
$11.5K - $14.5K
|
187
$36.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
111+ 9.34% |
$11.5K - $14.5K
|
1.3K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
102+ 1.16% |
$10.6K - $13.3K
|
8.89K
$1.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
90New |
$9.32K - $11.7K
|
90
$17.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82New |
$8.49K - $10.7K
|
82
$16K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 0.33% |
$6.94K - $8.74K
|
20.5K
$4.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
62+ 1.82% |
$6.42K - $8.09K
|
3.46K
$677K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
40+ 63.49% |
$4.14K - $5.22K
|
103
$20.1K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39+ 0.21% |
$4.04K - $5.09K
|
19K
$3.72M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30+ 7.32% |
$3.11K - $3.92K
|
440
$86K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
18New |
$1.86K - $2.35K
|
18
$3.52K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17+ 0.84% |
$1.76K - $2.22K
|
2.05K
$400K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
14+ 3.03% |
$1.45K - $1.83K
|
476
$93K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8New |
$828 - $1.04K
|
8
$1.56K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$621 - $783
|
6.73K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$414 - $522
|
4
$782
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 0.11% |
$311 - $392
|
2.75K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$311 - $392
|
8.93K
$1.75M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$207 - $261
|
5.93K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
2+ 0.02% |
$207 - $261
|
8.76K
$1.71M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.02% |
$207 - $261
|
8.09K
$1.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$104 - $131
|
3.03K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 1.87% |
$207 - $261
|
105
$20.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 1.29% |
$311 - $392
|
230
$44.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.65% |
$414 - $522
|
613
$120K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5- 0.21% |
$518 - $653
|
2.34K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5- 0.03% |
$518 - $653
|
19.4K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.22% |
$828 - $1.04K
|
3.71K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10Closed |
$1.04K - $1.31K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.32% |
$1.45K - $1.83K
|
4.42K
$863K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 1.07% |
$3.31K - $4.18K
|
2.97K
$579K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-36- 0.4% |
$3.73K - $4.7K
|
8.93K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-36- 0.86% |
$3.73K - $4.7K
|
4.17K
$815K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-37- 0.94% |
$3.83K - $4.83K
|
3.88K
$759K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39- 0.21% |
$4.04K - $5.09K
|
19K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-40- 1.29% |
$4.14K - $5.22K
|
3.07K
$599K
|