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 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
121+ 4.1% |
$11.9K - $14K
|
3.07K
$600K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
115+ 4.15% |
$11.3K - $13.4K
|
2.89K
$564K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
95+ 4.76% |
$9.33K - $11K
|
2.09K
$409K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
89New |
$8.74K - $10.3K
|
89
$17.4K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
85+ 2.92% |
$8.34K - $9.87K
|
3K
$586K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
63New |
$6.18K - $7.31K
|
63
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 4.03% |
$5.01K - $5.92K
|
1.32K
$257K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17+ 0.36% |
$1.67K - $1.97K
|
4.74K
$927K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6+ 0.03% |
$589 - $697
|
20.3K
$3.96M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$393 - $464
|
3.67K
$716K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2+ 0.09% |
$196 - $232
|
2.35K
$459K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$98.2 - $116
|
5.92K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1+ 0.01% |
$98.2 - $116
|
8.76K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.11% |
$491 - $581
|
4.43K
$866K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-10- 0.39% |
$982 - $1.16K
|
2.57K
$502K
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-19- 3.95% |
$1.87K - $2.21K
|
462
$90.3K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-29- 4.49% |
$2.85K - $3.37K
|
617
$121K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.47% |
$2.95K - $3.48K
|
6.4K
$1.25M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30- 1.19% |
$2.95K - $3.48K
|
2.49K
$487K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65- 1.12% |
$6.38K - $7.55K
|
5.73K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-68- 0.76% |
$6.68K - $7.89K
|
8.93K
$1.74M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 6.61% |
$6.87K - $8.13K
|
989
$193K
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-87- 0.79% |
$8.54K - $10.1K
|
11K
$2.14M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-91- 1.11% |
$8.93K - $10.6K
|
8.09K
$1.58M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-93- 4.38% |
$9.13K - $10.8K
|
2.03K
$397K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 19.61% |
$9.82K - $11.6K
|
410
$80.1K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-106- 1.06% |
$10.4K - $12.3K
|
9.91K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-114- 2.22% |
$11.2K - $13.2K
|
5.03K
$983K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-120- 5.1% |
$11.8K - $13.9K
|
2.23K
$436K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-154- 2.59% |
$15.1K - $17.9K
|
5.79K
$1.13M
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-165- 3.1% |
$16.2K - $19.2K
|
5.16K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-170- 5.83% |
$16.7K - $19.7K
|
2.74K
$536K
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-170- 1.86% |
$16.7K - $19.7K
|
8.96K
$1.75M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-172- 3.01% |
$16.9K - $20K
|
5.54K
$1.08M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-175- 2.55% |
$17.2K - $20.3K
|
6.68K
$1.31M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-175- 5.92% |
$17.2K - $20.3K
|
2.78K
$543K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-176- 1.09% |
$17.3K - $20.4K
|
16K
$3.13M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-182- 7.06% |
$17.9K - $21.1K
|
2.4K
$468K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-194- 6.24% |
$19K - $22.5K
|
2.92K
$570K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199- 4.76% |
$19.5K - $23.1K
|
3.98K
$778K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 5.34% |
$19.6K - $23.2K
|
3.55K
$693K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-206- 2.62% |
$20.2K - $23.9K
|
7.64K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-207- 4.36% |
$20.3K - $24K
|
4.55K
$888K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-209- 4.73% |
$20.5K - $24.3K
|
4.21K
$822K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-290- 4.88% |
$28.5K - $33.7K
|
5.65K
$1.1M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-350- 4.67% |
$34.4K - $40.6K
|
7.15K
$1.4M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-385- 3.32% |
$37.8K - $44.7K
|
11.2K
$2.19M
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400- 90.91% |
$39.3K - $46.4K
|
40
$7.82K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-450- 6.98% |
$44.2K - $52.2K
|
6K
$1.17M
|