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 |
---|---|---|---|---|---|---|---|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.21KNew |
$167K - $214K
|
1.21K
$233K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.21KNew |
$166K - $213K
|
1.21K
$232K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$166K - $213K
|
1.2K
$232K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 25.74% |
$164K - $211K
|
5.83K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.18K+ 64.52% |
$163K - $209K
|
3.02K
$581K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$157K - $202K
|
1.14K
$220K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
960+ 63.2% |
$132K - $170K
|
2.48K
$477K
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
955+ 7.47% |
$132K - $169K
|
13.7K
$2.64M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
910+ 4.85% |
$125K - $161K
|
19.7K
$3.79M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
840New |
$116K - $149K
|
840
$162K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
816+ 11.74% |
$112K - $144K
|
7.77K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
813+ 3.46% |
$112K - $144K
|
24.3K
$4.68M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
813+ 4.32% |
$112K - $144K
|
19.7K
$3.78M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
736+ 140.19% |
$101K - $130K
|
1.26K
$243K
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
704+ 2.51% |
$97K - $125K
|
28.8K
$5.54M
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
667+ 3.64% |
$91.9K - $118K
|
19K
$3.66M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
663+ 21.51% |
$91.3K - $117K
|
3.75K
$721K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
648+ 10.61% |
$89.3K - $115K
|
6.75K
$1.3M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
639+ 2.79% |
$88K - $113K
|
23.5K
$4.52M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
630New |
$86.8K - $111K
|
630
$121K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
609+ 19.27% |
$83.9K - $108K
|
3.77K
$725K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
578+ 20.79% |
$79.6K - $102K
|
3.36K
$646K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
544+ 130.46% |
$74.9K - $96.3K
|
961
$185K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
530+ 3.62% |
$73K - $93.8K
|
15.2K
$2.92M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
423+ 3.1% |
$58.3K - $74.8K
|
14.1K
$2.71M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
408+ 11.4% |
$56.2K - $72.2K
|
3.99K
$767K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
402+ 8.5% |
$55.4K - $71.1K
|
5.13K
$987K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
400New |
$55.1K - $70.8K
|
400
$77K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
387+ 3.96% |
$53.3K - $68.5K
|
10.2K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
380+ 9.25% |
$52.3K - $67.2K
|
4.49K
$864K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
347+ 242.66% |
$47.8K - $61.4K
|
490
$94.3K
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
339+ 4.14% |
$46.7K - $60K
|
8.53K
$1.64M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
330+ 12.94% |
$45.5K - $58.4K
|
2.88K
$554K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
318+ 15.11% |
$43.8K - $56.3K
|
2.42K
$466K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
310New |
$42.7K - $54.9K
|
310
$59.6K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
308+ 14.92% |
$42.4K - $54.5K
|
2.37K
$456K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
278+ 2.2% |
$38.3K - $49.2K
|
12.9K
$2.48M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
217+ 1.03% |
$29.9K - $38.4K
|
21.3K
$4.1M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
213+ 9.31% |
$29.3K - $37.7K
|
2.5K
$481K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
207+ 6.68% |
$28.5K - $36.6K
|
3.31K
$636K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$27.6K - $35.4K
|
200
$38.5K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
195+ 2.35% |
$26.9K - $34.5K
|
8.5K
$1.64M
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
170+ 100.0% |
$23.4K - $30.1K
|
340
$65.4K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
169New |
$23.3K - $29.9K
|
169
$32.5K
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
165+ 4.43% |
$22.7K - $29.2K
|
3.89K
$749K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 2.34% |
$20.2K - $26K
|
6.44K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
143+ 2.37% |
$19.7K - $25.3K
|
6.17K
$1.19M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97+ 4.22% |
$13.4K - $17.2K
|
2.4K
$461K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90New |
$12.4K - $15.9K
|
90
$17.3K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
82New |
$11.3K - $14.5K
|
82
$15.8K
|