Purchases and Sales Made in Q2 2022 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
257+ 8.66% |
$28.5K - $40K
|
3.22K
$630K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
257+ 4.16% |
$28.5K - $40K
|
6.43K
$1.26M
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
251+ 7.27% |
$27.8K - $39K
|
3.7K
$724K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
200New |
$22.2K - $31.1K
|
200
$39.1K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
178New |
$19.7K - $27.7K
|
178
$34.8K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 1.1% |
$17.8K - $24.9K
|
14.8K
$2.89M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
143+ 3.41% |
$15.9K - $22.2K
|
4.33K
$847K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
137+ 441.94% |
$15.2K - $21.3K
|
168
$32.8K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
121+ 4.27% |
$13.4K - $18.8K
|
2.96K
$577K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100New |
$11.1K - $15.6K
|
100
$19.5K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
95New |
$10.5K - $14.8K
|
95
$18.6K
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
92+ 0.25% |
$10.2K - $14.3K
|
37.6K
$7.34M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
91+ 2.43% |
$10.1K - $14.2K
|
3.83K
$749K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62New |
$6.88K - $9.64K
|
62
$12.1K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
53New |
$5.88K - $8.24K
|
53
$10.4K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 2.77% |
$5.55K - $7.78K
|
1.86K
$363K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
46New |
$5.1K - $7.15K
|
46
$8.99K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39New |
$4.33K - $6.07K
|
39
$7.62K
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
37+ 8.33% |
$4.1K - $5.75K
|
481
$94K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 1.01% |
$2.22K - $3.11K
|
2K
$390K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$777 - $1.09K
|
7
$1.37K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 2.11% |
$666 - $933
|
291
$56.9K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
4New |
$444 - $622
|
4
$782
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 2.17% |
$333 - $467
|
141
$27.6K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.09% |
$222 - $311
|
2.12K
$415K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4Closed |
$444 - $622
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.04% |
$555 - $778
|
11.4K
$2.24M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6Closed |
$666 - $933
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$777 - $1.09K
|
2.85K
$557K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 0.16% |
$1.33K - $1.87K
|
7.52K
$1.47M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12Closed |
$1.33K - $1.87K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.21% |
$1.55K - $2.18K
|
6.65K
$1.3M
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 78.95% |
$1.66K - $2.33K
|
4
$782
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19- 0.28% |
$2.11K - $2.96K
|
6.68K
$1.31M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-20Closed |
$2.22K - $3.11K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-23- 0.19% |
$2.55K - $3.58K
|
12.3K
$2.4M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-25Closed |
$2.77K - $3.89K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-40- 1.32% |
$4.44K - $6.22K
|
3K
$586K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-42- 0.45% |
$4.66K - $6.53K
|
9.21K
$1.8M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-45- 1.85% |
$4.99K - $7K
|
2.39K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-50- 2.15% |
$5.55K - $7.78K
|
2.28K
$445K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-71- 3.47% |
$7.88K - $11K
|
1.98K
$386K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-81- 1.65% |
$8.99K - $12.6K
|
4.84K
$945K
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-82- 0.92% |
$9.1K - $12.8K
|
8.87K
$1.73M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.23% |
$9.98K - $14K
|
2.7K
$527K
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.79% |
$11.6K - $16.3K
|
13.2K
$2.58M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-110- 1.96% |
$12.2K - $17.1K
|
5.49K
$1.07M
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-117- 0.28% |
$13K - $18.2K
|
41.2K
$8.06M
|