Purchases and Sales Made in Q3 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.71MNew |
$664M - $740M
|
4.71M
$920M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
226K+ 45.72% |
$31.9M - $35.6M
|
721K
$141M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 30.75% |
$25.1M - $28M
|
756K
$148M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
157K+ 25.64% |
$22.1M - $24.6M
|
768K
$150M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
117K+ 113725.24% |
$16.5M - $18.4M
|
117K
$22.9M
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
107K+ 2214.82% |
$15.1M - $16.8M
|
112K
$21.9M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.7K+ 686.51% |
$11.4M - $12.7M
|
92.4K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.8K+ 83.25% |
$10.8M - $12.1M
|
169K
$33M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
71KNew |
$10M - $11.2M
|
71K
$13.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.7K+ 27.47% |
$7.99M - $8.91M
|
263K
$51.4M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.1K+ 86.84% |
$7.21M - $8.04M
|
110K
$21.5M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
49.9K+ 318.53% |
$7.03M - $7.84M
|
65.5K
$12.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.3K+ 46.67% |
$6.95M - $7.75M
|
155K
$30.3M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.9K+ 50.59% |
$6.89M - $7.69M
|
145K
$28.4M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
40.9K+ 22.07% |
$5.77M - $6.44M
|
226K
$44.2M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.2K+ 21.23% |
$5.39M - $6.01M
|
218K
$42.7M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
33.8K+ 33.56% |
$4.77M - $5.32M
|
135K
$26.3M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.1KNew |
$3.68M - $4.11M
|
26.1K
$5.1M
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$3.05M - $3.4M
|
21.6K
$4.22M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 27.63% |
$2.74M - $3.06M
|
89.8K
$17.5M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$2.62M - $2.92M
|
18.6K
$3.63M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
17.6KNew |
$2.48M - $2.77M
|
17.6K
$3.44M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$2.4M - $2.67M
|
17K
$3.32M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15.9K+ 15579.41% |
$2.24M - $2.5M
|
16K
$3.13M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.8K+ 170.68% |
$2.09M - $2.33M
|
23.5K
$4.59M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6KNew |
$2.06M - $2.3M
|
14.6K
$2.86M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
14.2K+ 21.33% |
$2.01M - $2.24M
|
81K
$15.8M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$1.93M - $2.15M
|
13.7K
$2.67M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.6KNew |
$1.92M - $2.14M
|
13.6K
$2.66M
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$1.78M - $1.99M
|
12.6K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11K+ 622.49% |
$1.55M - $1.73M
|
12.8K
$2.5M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.8K+ 45.22% |
$1.38M - $1.54M
|
31.5K
$6.15M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45K+ 17.99% |
$1.33M - $1.49M
|
62K
$12.1M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.3K+ 97.37% |
$1.31M - $1.46M
|
18.8K
$3.68M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.29M - $1.44M
|
9.17K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.06KNew |
$1.28M - $1.42M
|
9.06K
$1.77M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.05K+ 123.22% |
$995K - $1.11M
|
12.8K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.81KNew |
$960K - $1.07M
|
6.81K
$1.33M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.28K+ 8.58% |
$886K - $988K
|
79.5K
$15.5M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.18K+ 139.69% |
$872K - $972K
|
10.6K
$2.07M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.59K+ 11.59% |
$788K - $879K
|
53.8K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.38K+ 10.96% |
$759K - $847K
|
54.5K
$10.7M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.38K+ 28.62% |
$758K - $846K
|
24.2K
$4.72M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.16K+ 14.51% |
$727K - $811K
|
40.7K
$7.95M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.68K+ 39.32% |
$661K - $737K
|
16.6K
$3.24M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.63KNew |
$654K - $729K
|
4.63K
$906K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.66KNew |
$516K - $575K
|
3.66K
$714K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.54KNew |
$499K - $556K
|
3.54K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.35KNew |
$473K - $527K
|
3.35K
$655K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.05K+ 68.2% |
$430K - $480K
|
7.52K
$1.47M
|