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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
123+ 1.84% |
$20.9K - $25.3K
|
6.8K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 0.87% |
$19.9K - $24K
|
13.5K
$2.65M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
109+ 0.24% |
$18.5K - $22.4K
|
45.1K
$8.81M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
105New |
$17.8K - $21.6K
|
105
$20.5K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
103New |
$17.5K - $21.2K
|
103
$20.1K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
100New |
$17K - $20.5K
|
100
$19.5K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
90New |
$15.3K - $18.5K
|
90
$17.6K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
90+ 9.39% |
$15.3K - $18.5K
|
1.05K
$205K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
87+ 2.89% |
$14.8K - $17.9K
|
3.1K
$605K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
84+ 4.7% |
$14.3K - $17.3K
|
1.87K
$366K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
69+ 0.89% |
$11.7K - $14.2K
|
7.83K
$1.53M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65+ 0.04% |
$11K - $13.3K
|
167K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 0.43% |
$10.2K - $12.3K
|
14K
$2.74M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
36+ 1.06% |
$6.12K - $7.39K
|
3.43K
$671K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
34+ 0.78% |
$5.78K - $6.98K
|
4.37K
$853K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 2.05% |
$4.25K - $5.13K
|
1.24K
$243K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22+ 0.55% |
$3.74K - $4.52K
|
4.04K
$790K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.24% |
$2.72K - $3.29K
|
6.61K
$1.29M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7New |
$1.19K - $1.44K
|
7
$1.37K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 3.19% |
$1.02K - $1.23K
|
194
$37.9K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 5.88% |
$850 - $1.03K
|
90
$17.6K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.19% |
$680 - $822
|
2.16K
$421K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$510 - $616
|
3
$586
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 11.11% |
$340 - $411
|
20
$3.91K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1+ 0.01% |
$170 - $205
|
11.1K
$2.18M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 1.1% |
$170 - $205
|
90
$17.6K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2- 0.05% |
$340 - $411
|
3.85K
$753K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6- 0.29% |
$1.02K - $1.23K
|
2.09K
$408K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15- 1.24% |
$2.55K - $3.08K
|
1.2K
$234K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 20.0% |
$2.55K - $3.08K
|
60
$11.7K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.44% |
$2.55K - $3.08K
|
3.43K
$671K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.21% |
$3.06K - $3.7K
|
8.38K
$1.64M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 2.22% |
$4.93K - $5.96K
|
1.28K
$249K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-30- 2.16% |
$5.1K - $6.16K
|
1.36K
$265K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-35- 27.56% |
$5.95K - $7.19K
|
92
$18K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-41- 2.41% |
$6.97K - $8.42K
|
1.66K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-42- 1.31% |
$7.14K - $8.63K
|
3.15K
$616K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42- 0.68% |
$7.14K - $8.63K
|
6.13K
$1.2M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-49- 1.67% |
$8.33K - $10.1K
|
2.88K
$562K
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-50- 0.22% |
$8.5K - $10.3K
|
23K
$4.5M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 1.18% |
$10K - $12.1K
|
4.93K
$963K
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-73- 5.41% |
$12.4K - $15K
|
1.28K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 10.01% |
$13.6K - $16.4K
|
719
$141K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-81- 0.92% |
$13.8K - $16.6K
|
8.7K
$1.7M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 1.57% |
$15.3K - $18.5K
|
5.66K
$1.11M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-95- 51.63% |
$16.1K - $19.5K
|
89
$17.4K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-114- 1.22% |
$19.4K - $23.4K
|
9.27K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-116- 3.89% |
$19.7K - $23.8K
|
2.87K
$560K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-119- 7.28% |
$20.2K - $24.4K
|
1.52K
$296K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-120- 3.97% |
$20.4K - $24.6K
|
2.91K
$568K
|