Purchases and Sales Made in Q2 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.39KNew |
$165K - $207K
|
1.39K
$271K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 14.45% |
$143K - $179K
|
9.5K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.13K+ 73.52% |
$134K - $169K
|
2.67K
$521K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05K+ 9.83% |
$125K - $157K
|
11.8K
$2.3M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.03K+ 34.09% |
$123K - $155K
|
4.07K
$795K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.03KNew |
$123K - $154K
|
1.03K
$202K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
933+ 1.0% |
$111K - $139K
|
94.3K
$18.4M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
913+ 14.62% |
$109K - $136K
|
7.16K
$1.4M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
882+ 67.9% |
$105K - $132K
|
2.18K
$426K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
866+ 5.13% |
$103K - $129K
|
17.7K
$3.47M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
843+ 1.34% |
$100K - $126K
|
63.7K
$12.5M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
731+ 3.56% |
$86.9K - $109K
|
21.3K
$4.15M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
644+ 2.09% |
$76.5K - $96.3K
|
31.5K
$6.15M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
616+ 36.36% |
$73.2K - $92.1K
|
2.31K
$451K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
609+ 6.65% |
$72.4K - $91K
|
9.77K
$1.91M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
489+ 261.5% |
$58.1K - $73.1K
|
676
$132K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
409+ 10.71% |
$48.6K - $61.1K
|
4.23K
$826K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
392+ 21.34% |
$46.6K - $58.6K
|
2.23K
$436K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
373+ 0.71% |
$44.3K - $55.8K
|
52.6K
$10.3M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
355New |
$42.2K - $53.1K
|
355
$69.4K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
299+ 2.52% |
$35.5K - $44.7K
|
12.2K
$2.38M
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
232+ 0.99% |
$27.6K - $34.7K
|
23.7K
$4.63M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
191+ 0.97% |
$22.7K - $28.6K
|
19.9K
$3.89M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
182New |
$21.6K - $27.2K
|
182
$35.6K
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
160+ 1.97% |
$19K - $23.9K
|
8.3K
$1.62M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
156+ 6.66% |
$18.5K - $23.3K
|
2.5K
$489K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$15.7K - $19.7K
|
132
$25.8K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
130+ 6.34% |
$15.5K - $19.4K
|
2.18K
$426K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
115+ 7.14% |
$13.7K - $17.2K
|
1.73K
$337K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
104+ 5.27% |
$12.4K - $15.5K
|
2.08K
$406K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
100New |
$11.9K - $15K
|
100
$19.5K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$11.9K - $15K
|
100
$19.5K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96+ 1.6% |
$11.4K - $14.4K
|
6.08K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75+ 2.02% |
$8.91K - $11.2K
|
3.79K
$740K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
69+ 0.49% |
$8.2K - $10.3K
|
14.2K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65+ 3.11% |
$7.73K - $9.72K
|
2.16K
$422K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
52+ 0.87% |
$6.18K - $7.77K
|
6.05K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
51New |
$6.06K - $7.62K
|
51
$9.97K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 1.03% |
$3.92K - $4.93K
|
3.25K
$635K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$3.8K - $4.78K
|
32
$6.25K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 0.82% |
$2.97K - $3.74K
|
3.09K
$604K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.25% |
$2.38K - $2.99K
|
8.11K
$1.59M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.05% |
$357 - $449
|
5.93K
$1.16M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.22% |
$357 - $449
|
1.39K
$271K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$238 - $299
|
3.67K
$717K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$238 - $299
|
4.83K
$944K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.87% |
$238 - $299
|
228
$44.6K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.17% |
$357 - $449
|
1.77K
$346K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 2.86% |
$357 - $449
|
102
$19.9K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 1.63% |
$1.19K - $1.5K
|
603
$118K
|