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 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-216- 0.34% |
$29.8K - $38.2K
|
64.1K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-231- 7.84% |
$31.8K - $40.9K
|
2.72K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-242- 1.97% |
$33.3K - $42.8K
|
12.1K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 5.56% |
$34.4K - $44.2K
|
4.25K
$818K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-326- 6.91% |
$44.9K - $57.7K
|
4.4K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-330- 2.8% |
$45.5K - $58.4K
|
11.4K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-336- 2.8% |
$46.3K - $59.5K
|
11.7K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-351- 5.85% |
$48.4K - $62.1K
|
5.65K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-372- 5.77% |
$51.2K - $65.8K
|
6.08K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-395- 4.36% |
$54.4K - $69.9K
|
8.66K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-396- 6.68% |
$54.5K - $70.1K
|
5.53K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-410- 19.43% |
$56.5K - $72.5K
|
1.7K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-424- 6.28% |
$58.4K - $75K
|
6.32K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-486- 7.85% |
$66.9K - $86K
|
5.7K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-497- 26.82% |
$68.5K - $87.9K
|
1.36K
$261K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-545- 8.85% |
$75.1K - $96.4K
|
5.62K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-630- 22.48% |
$86.8K - $111K
|
2.17K
$418K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-694- 0.62% |
$95.6K - $123K
|
111K
$21.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-705- 23.77% |
$97.1K - $125K
|
2.26K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-835- 2.05% |
$115K - $148K
|
39.8K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-865- 0.89% |
$119K - $153K
|
96.2K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-921- 27.48% |
$127K - $163K
|
2.43K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 2.26% |
$158K - $203K
|
49.6K
$9.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.21K- 5.82% |
$167K - $214K
|
19.6K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.25K- 20.59% |
$172K - $221K
|
4.81K
$925K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.66K- 36.39% |
$229K - $294K
|
2.91K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.85K- 2.09% |
$255K - $328K
|
86.8K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 16.35% |
$307K - $394K
|
11.4K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.68K- 12.4% |
$369K - $473K
|
18.9K
$3.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.15K- 13.05% |
$434K - $558K
|
21K
$4.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.18K- 1.45% |
$438K - $562K
|
216K
$41.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.51K- 8.53% |
$483K - $621K
|
37.6K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.76K- 6.06% |
$517K - $665K
|
58.3K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.11K- 6.27% |
$565K - $726K
|
61.4K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.21K- 45.71% |
$579K - $744K
|
4.99K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.43K- 74.68% |
$610K - $784K
|
1.5K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.92K- 53.66% |
$678K - $871K
|
4.25K
$817K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.97K- 28.22% |
$684K - $879K
|
12.6K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.1K- 6.41% |
$702K - $902K
|
74.4K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.54K- 40.87% |
$900K - $1.16M
|
9.46K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.05K- 55.2% |
$971K - $1.25M
|
5.72K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-7.13K- 11.38% |
$982K - $1.26M
|
55.5K
$10.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.94K- 6.65% |
$1.23M - $1.58M
|
126K
$24.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.58K- 8.06% |
$1.32M - $1.69M
|
109K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 55.01% |
$1.41M - $1.81M
|
8.35K
$1.61M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.6KClosed |
$1.46M - $1.88M
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-12.6K- 15.54% |
$1.73M - $2.23M
|
68.4K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13.7K- 27.67% |
$1.89M - $2.43M
|
35.9K
$6.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.3K- 16.61% |
$1.96M - $2.52M
|
71.6K
$13.8M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17KClosed |
$2.34M - $3.01M
|
0
$0
|