Purchases and Sales Made in Q4 2021 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.97K+ 13.53% |
$304K - $356K
|
16.6K
$3.24M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88K+ 235.29% |
$290K - $339K
|
2.68K
$524K
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$289K - $338K
|
1.87K
$366K
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.84KNew |
$283K - $332K
|
1.84K
$359K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.77KNew |
$273K - $319K
|
1.77K
$346K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.76KNew |
$271K - $317K
|
1.76K
$344K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.72KNew |
$265K - $311K
|
1.72K
$337K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 4.98% |
$261K - $306K
|
35.7K
$6.98M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 9.37% |
$256K - $299K
|
19.4K
$3.79M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 1.48% |
$252K - $295K
|
112K
$21.9M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 5.51% |
$233K - $273K
|
29K
$5.66M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.45KNew |
$224K - $262K
|
1.45K
$284K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 32.46% |
$222K - $260K
|
5.89K
$1.15M
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.4K+ 2.49% |
$216K - $253K
|
57.8K
$11.3M
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
1.38KNew |
$212K - $249K
|
1.38K
$269K
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$212K - $248K
|
1.37K
$268K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.32K+ 9.35% |
$204K - $239K
|
15.5K
$3.02M
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.28KNew |
$197K - $231K
|
1.28K
$250K
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.26KNew |
$194K - $227K
|
1.26K
$245K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.22KNew |
$188K - $221K
|
1.22K
$239K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.2KNew |
$185K - $216K
|
1.2K
$235K
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.16KNew |
$179K - $210K
|
1.16K
$227K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.16K+ 21.2% |
$178K - $209K
|
6.61K
$1.29M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.15K+ 1.76% |
$177K - $207K
|
66.3K
$12.9M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 2.02% |
$167K - $195K
|
54.7K
$10.7M
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.01K+ 1.83% |
$155K - $182K
|
56.1K
$11M
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1KNew |
$154K - $180K
|
1K
$195K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
987+ 2.3% |
$152K - $178K
|
44K
$8.6M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
972+ 26.46% |
$150K - $175K
|
4.65K
$908K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
964+ 8.74% |
$149K - $174K
|
12K
$2.34M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
921+ 8.19% |
$142K - $166K
|
12.2K
$2.38M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
888New |
$137K - $160K
|
888
$174K
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
835New |
$129K - $151K
|
835
$163K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
820New |
$126K - $148K
|
820
$160K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
819+ 16.06% |
$126K - $148K
|
5.92K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
760+ 0.8% |
$117K - $137K
|
96.1K
$18.8M
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
676+ 7.34% |
$104K - $122K
|
9.88K
$1.93M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
635New |
$97.8K - $115K
|
635
$124K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
613+ 1.87% |
$94.5K - $111K
|
33.4K
$6.52M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
576New |
$88.8K - $104K
|
576
$113K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
553+ 5.56% |
$85.2K - $99.8K
|
10.5K
$2.05M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
541+ 26.0% |
$83.4K - $97.6K
|
2.62K
$512K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
540+ 6.21% |
$83.2K - $97.4K
|
9.23K
$1.8M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
497+ 19.14% |
$76.6K - $89.7K
|
3.09K
$605K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
477+ 1.84% |
$73.5K - $86K
|
26.4K
$5.16M
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
450+ 24.32% |
$69.3K - $81.2K
|
2.3K
$449K
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
431+ 1.07% |
$66.4K - $77.7K
|
40.7K
$7.96M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
337+ 8.92% |
$51.9K - $60.8K
|
4.11K
$804K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
318+ 3.1% |
$49K - $57.4K
|
10.6K
$2.07M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
293+ 14.4% |
$45.1K - $52.9K
|
2.33K
$455K
|