Purchases and Sales Made in Q4 2023 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1MNew |
$289M - $371M
|
2.1M
$410M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
166KNew |
$22.8M - $29.3M
|
166K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 64.11% |
$20.6M - $26.5M
|
384K
$75M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116K+ 16.15% |
$16M - $20.6M
|
837K
$164M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 51.3% |
$15.4M - $19.8M
|
330K
$64.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.3K+ 727.92% |
$9.14M - $11.7M
|
75.4K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
55.8KNew |
$7.69M - $9.87M
|
55.8K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.3K+ 10.32% |
$7.62M - $9.79M
|
591K
$116M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
53.4KNew |
$7.35M - $9.44M
|
53.4K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.4K+ 1902.97% |
$6.8M - $8.74M
|
52K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.4K+ 6.13% |
$6.39M - $8.21M
|
802K
$157M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.6K+ 30.64% |
$6.14M - $7.89M
|
190K
$37.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
38.7K+ 901.28% |
$5.32M - $6.84M
|
42.9K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.7K+ 22.27% |
$5.19M - $6.66M
|
207K
$40.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.7KNew |
$4.09M - $5.26M
|
29.7K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
28.9KNew |
$3.97M - $5.1M
|
28.9K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
24.1KNew |
$3.31M - $4.26M
|
24.1K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
22.3K+ 557.5% |
$3.07M - $3.95M
|
26.3K
$5.14M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19.4KNew |
$2.68M - $3.44M
|
19.4K
$3.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18.6KNew |
$2.56M - $3.29M
|
18.6K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 7.43% |
$2.52M - $3.23M
|
264K
$51.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$2.49M - $3.2M
|
18.1K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 32.65% |
$2.42M - $3.11M
|
71.3K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.1K+ 705.9% |
$2.36M - $3.03M
|
19.5K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7K+ 39.59% |
$2.16M - $2.77M
|
55.3K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6K+ 12.34% |
$1.87M - $2.4M
|
124K
$24.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8KNew |
$1.62M - $2.08M
|
11.8K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.6KNew |
$1.6M - $2.06M
|
11.6K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 4.81% |
$1.58M - $2.02M
|
249K
$48.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 18.78% |
$1.55M - $1.99M
|
71.3K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.99KNew |
$1.24M - $1.59M
|
8.99K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.44KNew |
$1.16M - $1.49M
|
8.44K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.39K+ 27.46% |
$1.16M - $1.48M
|
39K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.29K+ 86.71% |
$1.14M - $1.47M
|
17.8K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.14KNew |
$1.12M - $1.44M
|
8.14K
$1.59M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.01KNew |
$1.1M - $1.42M
|
8.01K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 57.07% |
$1.04M - $1.34M
|
20.8K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.41KNew |
$1.02M - $1.31M
|
7.41K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.23K+ 22.97% |
$996K - $1.28M
|
38.7K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.77K+ 12.41% |
$932K - $1.2M
|
61.3K
$12M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.07K+ 459.77% |
$836K - $1.07M
|
7.39K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
6KNew |
$826K - $1.06M
|
6K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.93K+ 27.43% |
$817K - $1.05M
|
27.5K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.81K+ 34.63% |
$800K - $1.03M
|
22.6K
$4.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.34K+ 264.9% |
$735K - $944K
|
7.35K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.03KNew |
$693K - $890K
|
5.03K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 30.14% |
$689K - $885K
|
21.6K
$4.22M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.89KNew |
$674K - $866K
|
4.89K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.79KNew |
$660K - $848K
|
4.79K
$937K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.23KNew |
$583K - $749K
|
4.23K
$827K
|