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 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.99K+ 189.23% |
$421K - $470K
|
4.57K
$893K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.76K+ 2.93% |
$390K - $435K
|
97.1K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.59K+ 14.0% |
$365K - $407K
|
21.1K
$4.12M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59KNew |
$365K - $407K
|
2.59K
$506K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$360K - $402K
|
2.56K
$499K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.55KNew |
$360K - $401K
|
2.55K
$498K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.52K+ 37.81% |
$356K - $397K
|
9.2K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 7.78% |
$345K - $385K
|
33.9K
$6.63M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.39K+ 138.26% |
$336K - $375K
|
4.11K
$803K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.15KNew |
$304K - $339K
|
2.15K
$421K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.11K+ 96.65% |
$297K - $332K
|
4.29K
$838K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$297K - $331K
|
2.1K
$411K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.85KNew |
$261K - $291K
|
1.85K
$362K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.75K+ 8.1% |
$247K - $276K
|
23.4K
$4.57M
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 9.15% |
$246K - $274K
|
20.8K
$4.06M
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.63K+ 18.84% |
$230K - $256K
|
10.3K
$2.01M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.55K+ 91.11% |
$218K - $243K
|
3.25K
$634K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 7.23% |
$217K - $242K
|
22.8K
$4.45M
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$200K - $223K
|
1.42K
$277K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 5.92% |
$148K - $165K
|
18.8K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01K+ 0.5% |
$142K - $159K
|
204K
$39.9M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
944New |
$133K - $149K
|
944
$184K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
869New |
$123K - $137K
|
869
$170K
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
847+ 4.84% |
$119K - $133K
|
18.3K
$3.58M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
822+ 32.88% |
$116K - $129K
|
3.32K
$649K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
800+ 25.0% |
$113K - $126K
|
4K
$782K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
799New |
$113K - $126K
|
799
$156K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
628+ 0.99% |
$88.6K - $98.8K
|
64.3K
$12.6M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
499+ 11.8% |
$70.4K - $78.5K
|
4.73K
$924K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
489+ 0.57% |
$69K - $76.9K
|
85.9K
$16.8M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
442+ 7.73% |
$62.3K - $69.5K
|
6.16K
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
382+ 4.41% |
$53.9K - $60.1K
|
9.05K
$1.77M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
366+ 0.68% |
$51.6K - $57.6K
|
54.3K
$10.6M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
321+ 356.67% |
$45.3K - $50.5K
|
411
$80.3K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
259+ 3.89% |
$36.5K - $40.7K
|
6.92K
$1.35M
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
242+ 3.83% |
$34.1K - $38.1K
|
6.57K
$1.28M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
235+ 129.12% |
$33.1K - $37K
|
417
$81.5K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
213+ 7.38% |
$30K - $33.5K
|
3.1K
$606K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
213+ 31.51% |
$30K - $33.5K
|
889
$174K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
212+ 0.42% |
$29.9K - $33.3K
|
50.7K
$9.91M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
202+ 6.09% |
$28.5K - $31.8K
|
3.52K
$687K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$28.2K - $31.5K
|
200
$39.1K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
180New |
$25.4K - $28.3K
|
180
$35.2K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
170New |
$24K - $26.7K
|
170
$33.2K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
141+ 2.33% |
$19.9K - $22.2K
|
6.19K
$1.21M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
140+ 20.56% |
$19.7K - $22K
|
821
$160K
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
136+ 1.64% |
$19.2K - $21.4K
|
8.44K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
90+ 5.64% |
$12.7K - $14.2K
|
1.69K
$329K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
85+ 37.28% |
$12K - $13.4K
|
313
$61.2K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 0.95% |
$10.9K - $12.1K
|
8.19K
$1.6M
|