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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-118- 2.01% |
$20.5K - $24.9K
|
5.74K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-120- 0.23% |
$20.8K - $25.3K
|
51.2K
$9.89M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124- 2.72% |
$21.5K - $26.1K
|
4.43K
$856K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-130- 40.0% |
$22.6K - $27.4K
|
195
$37.7K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-152- 3.68% |
$26.4K - $32K
|
3.98K
$769K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 0.65% |
$29.5K - $35.8K
|
25.9K
$5M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-194- 1.4% |
$33.7K - $40.9K
|
13.6K
$2.63M
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-203- 8.66% |
$35.2K - $42.8K
|
2.14K
$414K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-219- 8.56% |
$38K - $46.1K
|
2.34K
$452K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-223- 4.68% |
$38.7K - $47K
|
4.54K
$877K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-225- 1.47% |
$39.1K - $47.4K
|
15K
$2.9M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-236- 5.03% |
$41K - $49.7K
|
4.46K
$861K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 3.35% |
$41.5K - $50.4K
|
6.89K
$1.33M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-250- 9.39% |
$43.4K - $52.7K
|
2.41K
$466K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-266- 0.33% |
$46.2K - $56K
|
79.3K
$15.3M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-274- 11.04% |
$47.6K - $57.7K
|
2.21K
$426K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-289- 1.73% |
$50.2K - $60.9K
|
16.4K
$3.17M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-312- 8.8% |
$54.2K - $65.7K
|
3.23K
$625K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-326- 4.08% |
$56.6K - $68.7K
|
7.67K
$1.48M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-355- 9.1% |
$61.6K - $74.8K
|
3.55K
$685K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-360- 9.91% |
$62.5K - $75.8K
|
3.27K
$632K
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-376- 0.45% |
$65.3K - $79.2K
|
82.8K
$16M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-400- 24.0% |
$69.4K - $84.3K
|
1.27K
$245K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-410- 10.35% |
$71.2K - $86.4K
|
3.55K
$687K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-410- 11.8% |
$71.2K - $86.4K
|
3.07K
$592K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-436- 2.39% |
$75.7K - $91.9K
|
17.8K
$3.44M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-440- 14.86% |
$76.4K - $92.7K
|
2.52K
$487K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-444- 4.68% |
$77.1K - $93.5K
|
9.05K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-479- 2.13% |
$83.1K - $101K
|
22K
$4.24M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-500- 22.7% |
$86.8K - $105K
|
1.7K
$329K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-506- 20.22% |
$87.8K - $107K
|
2K
$386K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-552- 7.12% |
$95.8K - $116K
|
7.2K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-557- 4.46% |
$96.7K - $117K
|
11.9K
$2.31M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-598- 6.55% |
$104K - $126K
|
8.54K
$1.65M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-629- 3.56% |
$109K - $133K
|
17K
$3.29M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-632- 10.07% |
$110K - $133K
|
5.65K
$1.09M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-637- 11.7% |
$111K - $134K
|
4.81K
$929K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-693- 8.37% |
$120K - $146K
|
7.59K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-702- 17.96% |
$122K - $148K
|
3.21K
$620K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-703- 16.51% |
$122K - $148K
|
3.56K
$687K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-707- 0.95% |
$123K - $149K
|
73.8K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-749- 8.15% |
$130K - $158K
|
8.45K
$1.63M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-776- 11.51% |
$135K - $163K
|
5.97K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-786- 5.94% |
$136K - $166K
|
12.4K
$2.4M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-838- 7.84% |
$145K - $177K
|
9.85K
$1.9M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-899- 13.33% |
$156K - $189K
|
5.85K
$1.13M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-918- 5.11% |
$159K - $193K
|
17K
$3.29M
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-992- 9.1% |
$172K - $209K
|
9.91K
$1.92M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 3.35% |
$186K - $226K
|
30.9K
$5.97M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 11.39% |
$187K - $228K
|
8.4K
$1.62M
|