Purchases and Sales Made in Q2 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q2 2024. 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, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
272+ 10.4% |
$47.3K - $54.2K
|
2.89K
$564K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
271+ 0.49% |
$47.1K - $54K
|
56K
$10.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
265+ 2.55% |
$46.1K - $52.8K
|
10.6K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
258+ 1.66% |
$44.9K - $51.5K
|
15.8K
$3.09M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
257+ 36.66% |
$44.7K - $51.3K
|
958
$187K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
244New |
$42.4K - $48.7K
|
244
$47.7K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
241+ 19.13% |
$41.9K - $48.1K
|
1.5K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
239+ 7.87% |
$41.6K - $47.7K
|
3.28K
$640K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 3.04% |
$39.1K - $44.9K
|
7.64K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
208+ 3.76% |
$36.2K - $41.5K
|
5.73K
$1.12M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
188+ 17.14% |
$32.7K - $37.5K
|
1.29K
$251K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
184New |
$32K - $36.7K
|
184
$36K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140+ 2.59% |
$24.4K - $27.9K
|
5.54K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134New |
$23.3K - $26.7K
|
134
$26.2K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
130+ 5.23% |
$22.6K - $25.9K
|
2.62K
$512K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
129+ 274.47% |
$22.4K - $25.7K
|
176
$34.4K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
125+ 3.46% |
$21.7K - $24.9K
|
3.73K
$730K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
121+ 0.91% |
$21K - $24.1K
|
13.4K
$2.62M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87+ 5.49% |
$15.1K - $17.3K
|
1.67K
$327K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85New |
$14.8K - $17K
|
85
$16.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72+ 7.95% |
$12.5K - $14.4K
|
978
$191K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
69New |
$12K - $13.8K
|
69
$13.5K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
68+ 0.11% |
$11.8K - $13.6K
|
64.7K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
60New |
$10.4K - $12K
|
60
$11.7K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
55New |
$9.57K - $11K
|
55
$10.7K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
55+ 1.39% |
$9.57K - $11K
|
4.02K
$786K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45+ 0.11% |
$7.83K - $8.97K
|
40K
$7.82M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
42+ 7.43% |
$7.31K - $8.38K
|
607
$119K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40+ 0.15% |
$6.96K - $7.98K
|
26.1K
$5.1M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
36+ 0.83% |
$6.26K - $7.18K
|
4.37K
$853K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
30+ 1.02% |
$5.22K - $5.98K
|
2.98K
$583K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 1.11% |
$4.35K - $4.99K
|
2.27K
$443K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$3.13K - $3.59K
|
18
$3.52K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
18+ 1.6% |
$3.13K - $3.59K
|
1.14K
$223K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
17+ 0.5% |
$2.96K - $3.39K
|
3.4K
$664K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 1.18% |
$2.44K - $2.79K
|
1.2K
$234K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$2.26K - $2.59K
|
4.1K
$802K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.72% |
$2.26K - $2.59K
|
1.81K
$353K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11+ 6.21% |
$1.91K - $2.19K
|
188
$36.7K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.14% |
$1.74K - $1.99K
|
6.98K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.93% |
$1.39K - $1.6K
|
423
$82.7K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.14% |
$870 - $997
|
3.66K
$715K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$174 - $199
|
8.78K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.08% |
$174 - $199
|
1.3K
$253K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.11% |
$174 - $199
|
91
$17.8K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6- 0.52% |
$1.04K - $1.2K
|
1.14K
$223K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-10- 0.11% |
$1.74K - $1.99K
|
8.88K
$1.73M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 0.62% |
$3.48K - $3.99K
|
3.2K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-23- 0.75% |
$4K - $4.59K
|
3.03K
$591K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 1.15% |
$4.35K - $4.99K
|
2.15K
$420K
|