Purchases and Sales Made in Q3 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.52KNew |
$258K - $312K
|
1.52K
$297K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 14.28% |
$246K - $297K
|
11.6K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.35K+ 2.09% |
$229K - $277K
|
66K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3K+ 36.22% |
$221K - $267K
|
4.89K
$955K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.3K+ 1.02% |
$220K - $266K
|
128K
$25.1M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.21K+ 12.41% |
$206K - $249K
|
11K
$2.14M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 74.64% |
$205K - $248K
|
2.82K
$552K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 11.27% |
$205K - $248K
|
11.9K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.18KNew |
$200K - $242K
|
1.18K
$230K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 1.34% |
$193K - $233K
|
85.8K
$16.8M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.11K+ 4.24% |
$188K - $228K
|
27.3K
$5.33M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$183K - $221K
|
1.08K
$210K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.07KNew |
$181K - $219K
|
1.07K
$209K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.06K+ 40.37% |
$180K - $217K
|
3.68K
$718K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
958+ 23.41% |
$163K - $197K
|
5.05K
$987K
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
892+ 3.83% |
$152K - $183K
|
24.2K
$4.72M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
889+ 4.66% |
$151K - $183K
|
20K
$3.9M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
815+ 45.08% |
$138K - $167K
|
2.62K
$513K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
782New |
$133K - $161K
|
782
$153K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
771+ 18.49% |
$131K - $158K
|
4.94K
$966K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
763+ 54.73% |
$130K - $157K
|
2.16K
$422K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
736+ 26.15% |
$125K - $151K
|
3.55K
$694K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
706+ 4.46% |
$120K - $145K
|
16.5K
$3.23M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
683+ 7.77% |
$116K - $140K
|
9.48K
$1.85M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 3.51% |
$103K - $124K
|
17.9K
$3.49M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
594+ 5.67% |
$101K - $122K
|
11.1K
$2.17M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
531+ 4.55% |
$90.2K - $109K
|
12.2K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
522+ 50.63% |
$88.7K - $107K
|
1.55K
$304K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
506+ 5.44% |
$86K - $104K
|
9.81K
$1.92M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
479+ 18.04% |
$81.4K - $98.4K
|
3.13K
$612K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
477New |
$81.1K - $98K
|
477
$93.2K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
476New |
$80.9K - $97.8K
|
476
$93K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
390+ 2.82% |
$66.3K - $80.1K
|
14.2K
$2.78M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
386+ 29.24% |
$65.6K - $79.3K
|
1.71K
$333K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
379+ 7.91% |
$64.4K - $77.8K
|
5.17K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
370+ 22.12% |
$62.9K - $76K
|
2.04K
$399K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
269+ 6.56% |
$45.7K - $55.2K
|
4.37K
$854K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
267+ 3.14% |
$45.4K - $54.8K
|
8.76K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
261+ 20.12% |
$44.3K - $53.6K
|
1.56K
$304K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
259+ 3.95% |
$44K - $53.2K
|
6.81K
$1.33M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
229+ 1.14% |
$38.9K - $47K
|
20.2K
$3.96M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
203New |
$34.5K - $41.7K
|
203
$39.7K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
191+ 2.72% |
$32.5K - $39.2K
|
7.22K
$1.41M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
191+ 4.27% |
$32.5K - $39.2K
|
4.66K
$911K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
187+ 4.51% |
$31.8K - $38.4K
|
4.33K
$847K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
182+ 6.39% |
$30.9K - $37.4K
|
3.03K
$592K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
180+ 15.75% |
$30.6K - $37K
|
1.32K
$259K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
158New |
$26.8K - $32.5K
|
158
$30.9K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
134+ 0.75% |
$22.8K - $27.5K
|
18K
$3.51M
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
130New |
$22.1K - $26.7K
|
130
$25.4K
|