Purchases and Sales Made in Q1 2025 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q1 2025. 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 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
91+ 5.55% |
$15.8K - $19.2K
|
1.73K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
86+ 3.17% |
$14.9K - $18.1K
|
2.8K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79+ 2.81% |
$13.7K - $16.6K
|
2.89K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
74New |
$12.8K - $15.6K
|
74
$14.3K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
74+ 1.43% |
$12.8K - $15.6K
|
5.25K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 10.53% |
$11.5K - $13.9K
|
693
$134K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
65New |
$11.3K - $13.7K
|
65
$12.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 0.63% |
$10.4K - $12.6K
|
9.52K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48+ 1.43% |
$8.33K - $10.1K
|
3.41K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 0.36% |
$7.29K - $8.85K
|
11.9K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40New |
$6.94K - $8.43K
|
40
$7.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.53% |
$5.21K - $6.32K
|
5.74K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
29+ 0.81% |
$5.03K - $6.11K
|
3.62K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25+ 100.0% |
$4.34K - $5.27K
|
50
$9.66K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25+ 1.74% |
$4.34K - $5.27K
|
1.46K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
20New |
$3.47K - $4.21K
|
20
$3.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.42% |
$2.43K - $2.95K
|
3.38K
$654K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 18.18% |
$1.04K - $1.26K
|
39
$7.54K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5+ 2.58% |
$868 - $1.05K
|
199
$38.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 5.26% |
$521 - $632
|
60
$11.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.01% |
$174 - $211
|
13.9K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.05% |
$174 - $211
|
1.94K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$174 - $211
|
1
$193
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$174 - $211
|
8.61K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
1+ 0.01% |
$174 - $211
|
11.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.23% |
$174 - $211
|
439
$84.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.22% |
$347 - $421
|
926
$179K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 0.71% |
$1.74K - $2.11K
|
1.39K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-13- 0.53% |
$2.26K - $2.74K
|
2.45K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.18% |
$3.47K - $4.21K
|
11.2K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-20- 0.18% |
$3.47K - $4.21K
|
11.1K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25- 50.0% |
$4.34K - $5.27K
|
25
$4.83K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-25- 7.14% |
$4.34K - $5.27K
|
325
$62.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-40- 1.41% |
$6.94K - $8.43K
|
2.8K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-43- 0.95% |
$7.46K - $9.06K
|
4.48K
$866K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-45- 1.44% |
$7.81K - $9.48K
|
3.09K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-47- 0.47% |
$8.16K - $9.9K
|
10K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-54- 2.98% |
$9.37K - $11.4K
|
1.76K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-80- 0.96% |
$13.9K - $16.9K
|
8.24K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-82- 0.53% |
$14.2K - $17.3K
|
15.3K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-84- 3.78% |
$14.6K - $17.7K
|
2.14K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-85- 2.63% |
$14.8K - $17.9K
|
3.14K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-87- 1.05% |
$15.1K - $18.3K
|
8.17K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-89- 1.69% |
$15.4K - $18.7K
|
5.16K
$998K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-94- 2.71% |
$16.3K - $19.8K
|
3.38K
$652K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-98- 4.82% |
$17K - $20.6K
|
1.94K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-100- 1.82% |
$17.4K - $21.1K
|
5.41K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-102- 6.27% |
$17.7K - $21.5K
|
1.53K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-115- 4.27% |
$20K - $24.2K
|
2.58K
$498K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-118- 1.74% |
$20.5K - $24.9K
|
6.65K
$1.28M
|