Purchases and Sales Made in Q4 2022 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
139K+ 552.24% |
$13.6M - $16.1M
|
164K
$32M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
138KNew |
$13.5M - $16M
|
138K
$27M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
68.1KNew |
$6.69M - $7.91M
|
68.1K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.9K+ 4694.81% |
$5.59M - $6.61M
|
58.2K
$11.4M
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
53K+ 606.35% |
$5.2M - $6.15M
|
61.8K
$12.1M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
51.8K+ 28.31% |
$5.09M - $6.02M
|
235K
$45.9M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.4KNew |
$4.95M - $5.85M
|
50.4K
$9.85M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 22.56% |
$3.6M - $4.25M
|
199K
$38.9M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36K+ 20545.14% |
$3.53M - $4.17M
|
36.1K
$7.06M
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
30KNew |
$2.95M - $3.49M
|
30K
$5.87M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2KNew |
$2.38M - $2.81M
|
24.2K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 70.33% |
$2.13M - $2.52M
|
52.6K
$10.3M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$2.05M - $2.42M
|
20.9K
$4.08M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.8KNew |
$2.04M - $2.41M
|
20.8K
$4.06M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 2.69% |
$1.31M - $1.54M
|
508K
$99.2M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.5K+ 58.66% |
$932K - $1.1M
|
25.7K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.11KNew |
$600K - $710K
|
6.11K
$1.19M
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.51KNew |
$540K - $639K
|
5.51K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.95KNew |
$486K - $575K
|
4.95K
$967K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.88K+ 11.41% |
$479K - $566K
|
47.6K
$9.31M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.56KNew |
$448K - $529K
|
4.56K
$891K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.07KNew |
$400K - $473K
|
4.07K
$795K
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.34KNew |
$327K - $387K
|
3.34K
$652K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.18K+ 47.61% |
$312K - $369K
|
9.86K
$1.93M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.11KNew |
$305K - $361K
|
3.11K
$607K
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.7K+ 75.07% |
$265K - $313K
|
6.29K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.64KNew |
$259K - $307K
|
2.64K
$516K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62K+ 12.15% |
$257K - $305K
|
24.2K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.4KNew |
$236K - $279K
|
2.4K
$469K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.79K+ 35.11% |
$176K - $208K
|
6.9K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68K+ 14.48% |
$165K - $195K
|
13.3K
$2.59M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 5.38% |
$153K - $181K
|
30.5K
$5.96M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 9.45% |
$111K - $131K
|
13.1K
$2.55M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 19.97% |
$99.2K - $117K
|
6.07K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1K+ 2.82% |
$98.6K - $117K
|
36.6K
$7.16M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 8.42% |
$72.9K - $86.3K
|
9.57K
$1.87M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
676+ 4.45% |
$66.4K - $78.5K
|
15.9K
$3.1M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
665+ 2.19% |
$65.3K - $77.2K
|
31.1K
$6.07M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
445New |
$43.7K - $51.7K
|
445
$87K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
377+ 2.41% |
$37K - $43.8K
|
16K
$3.13M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
325New |
$31.9K - $37.7K
|
325
$63.5K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
296+ 74.0% |
$29.1K - $34.4K
|
696
$136K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
280+ 1.57% |
$27.5K - $32.5K
|
18.1K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$19.6K - $23.2K
|
200
$39.1K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
193+ 1.03% |
$18.9K - $22.4K
|
19K
$3.71M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
187+ 7.62% |
$18.4K - $21.7K
|
2.64K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
184New |
$18.1K - $21.4K
|
184
$36K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
171New |
$16.8K - $19.9K
|
171
$33.4K
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
152+ 4.04% |
$14.9K - $17.6K
|
3.92K
$766K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146+ 2.36% |
$14.3K - $17K
|
6.34K
$1.24M
|