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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1K- 19.39% |
$130K - $164K
|
4.56K
$890K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.33K- 19.54% |
$158K - $199K
|
5.47K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.43K- 2.19% |
$169K - $213K
|
63.8K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 19.39% |
$170K - $213K
|
5.93K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.46K- 52.97% |
$173K - $218K
|
1.29K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 28.48% |
$193K - $243K
|
4.09K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 50.0% |
$202K - $254K
|
1.7K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.7K- 51.61% |
$202K - $254K
|
1.6K
$312K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.78K- 29.48% |
$212K - $266K
|
4.26K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 8.53% |
$219K - $275K
|
19.7K
$3.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.99K- 3.79% |
$237K - $298K
|
50.5K
$9.87M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 20.55% |
$293K - $369K
|
9.55K
$1.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.47K- 1.11% |
$294K - $370K
|
219K
$42.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.81K- 11.46% |
$334K - $420K
|
21.7K
$4.24M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.81K- 11.46% |
$334K - $420K
|
21.7K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.85K- 54.32% |
$339K - $426K
|
2.4K
$468K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.88K- 5.22% |
$342K - $430K
|
52.3K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.02K- 51.47% |
$359K - $451K
|
2.85K
$556K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.38K- 7.24% |
$402K - $506K
|
43.3K
$8.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.39K- 21.88% |
$521K - $656K
|
15.7K
$3.06M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.45K- 46.09% |
$528K - $665K
|
5.2K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.45K- 46.09% |
$528K - $665K
|
5.2K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-6.41K- 26.81% |
$761K - $958K
|
17.5K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.5K- 6.58% |
$773K - $972K
|
92.3K
$18M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.66K- 3.13% |
$791K - $995K
|
206K
$40.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.22K- 9.3% |
$858K - $1.08M
|
70.4K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 14.37% |
$1.23M - $1.55M
|
61.9K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-10.5K- 7.74% |
$1.25M - $1.57M
|
125K
$24.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 6.25% |
$1.43M - $1.8M
|
180K
$35.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.7K- 18.04% |
$1.75M - $2.2M
|
66.8K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 14.05% |
$1.88M - $2.36M
|
96.6K
$18.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 13.89% |
$1.93M - $2.43M
|
101K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.3K- 92.63% |
$2.54M - $3.19M
|
1.7K
$332K
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-41.8K- 18.39% |
$4.97M - $6.25M
|
185K
$36.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-47K- 26.62% |
$5.58M - $7.02M
|
129K
$25.3M
|