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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 0.48% |
$10.7K - $12K
|
15.9K
$3.11M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 1.65% |
$9.45K - $10.5K
|
4.13K
$808K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$9.17K - $10.2K
|
65
$12.7K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
62+ 1.04% |
$8.75K - $9.75K
|
6.03K
$1.18M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
60+ 117.65% |
$8.46K - $9.44K
|
111
$21.7K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
50+ 1.69% |
$7.05K - $7.87K
|
3K
$586K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
50New |
$7.05K - $7.87K
|
50
$9.77K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.78% |
$7.05K - $7.87K
|
6.45K
$1.26M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
33+ 1.05% |
$4.65K - $5.19K
|
3.18K
$621K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.51% |
$4.37K - $4.88K
|
6.06K
$1.18M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$2.26K - $2.52K
|
16
$3.13K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.16% |
$2.26K - $2.52K
|
9.78K
$1.91M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$987 - $1.1K
|
7
$1.37K
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$846 - $944
|
4.42K
$864K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.02% |
$564 - $629
|
16.4K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$282 - $315
|
2
$391
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$282 - $315
|
5.93K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$141 - $157
|
2.97K
$580K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 2.68% |
$1.13K - $1.26K
|
290
$56.7K
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-11- 0.52% |
$1.55K - $1.73K
|
2.11K
$412K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12- 0.78% |
$1.69K - $1.89K
|
1.52K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.37% |
$2.12K - $2.36K
|
4.06K
$793K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 6.98% |
$4.23K - $4.72K
|
400
$78.2K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-39- 6.47% |
$5.5K - $6.14K
|
564
$110K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-48- 2.2% |
$6.77K - $7.55K
|
2.13K
$416K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-49- 0.81% |
$6.91K - $7.71K
|
6.03K
$1.18M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 1.54% |
$6.91K - $7.71K
|
3.13K
$612K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-60- 2.34% |
$8.46K - $9.44K
|
2.51K
$490K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-65- 20.0% |
$9.17K - $10.2K
|
260
$50.8K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-69- 4.97% |
$9.73K - $10.9K
|
1.32K
$258K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-73- 0.77% |
$10.3K - $11.5K
|
9.43K
$1.84M
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-74- 0.87% |
$10.4K - $11.6K
|
8.46K
$1.65M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-85- 1.76% |
$12K - $13.4K
|
4.74K
$927K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-86- 2.65% |
$12.1K - $13.5K
|
3.16K
$618K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-90- 1.51% |
$12.7K - $14.2K
|
5.89K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-100- 3.86% |
$14.1K - $15.7K
|
2.49K
$486K
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-114- 2.79% |
$16.1K - $17.9K
|
3.97K
$776K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-114- 0.53% |
$16.1K - $17.9K
|
21.6K
$4.22M
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-117- 2.4% |
$16.5K - $18.4K
|
4.76K
$931K
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-133- 1.09% |
$18.8K - $20.9K
|
12K
$2.35M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-144- 4.66% |
$20.3K - $22.7K
|
2.95K
$576K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-145- 8.11% |
$20.5K - $22.8K
|
1.64K
$321K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 30.0% |
$21.2K - $23.6K
|
350
$68.4K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-165- 10.65% |
$23.3K - $26K
|
1.39K
$271K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-165- 7.4% |
$23.3K - $26K
|
2.06K
$403K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-173- 8.77% |
$24.4K - $27.2K
|
1.8K
$352K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-180- 3.67% |
$25.4K - $28.3K
|
4.72K
$923K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-184- 9.01% |
$26K - $28.9K
|
1.86K
$363K
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200- 6.66% |
$28.2K - $31.5K
|
2.8K
$548K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-203- 3.42% |
$28.6K - $31.9K
|
5.73K
$1.12M
|