Purchases and Sales Made in Q4 2024 in First Trust Nasdaq 100 Technol (QTEC)
This table provides information about the institutional ownership of First Trust Nasdaq 100 Technol (QTEC) during Q4 2024. 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 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7New |
$1.3K - $1.43K
|
7
$1.22K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.08% |
$743 - $816
|
5.17K
$903K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2New |
$372 - $408
|
2
$349
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.15% |
$372 - $408
|
1.33K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.11% |
$186 - $204
|
91
$15.9K
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1- 0.01% |
$186 - $204
|
11.1K
$1.95M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 35.0% |
$1.3K - $1.43K
|
13
$2.27K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10- 0.49% |
$1.86K - $2.04K
|
2.03K
$355K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11- 0.06% |
$2.04K - $2.25K
|
18K
$3.13M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13- 0.19% |
$2.42K - $2.65K
|
6.75K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.46% |
$2.42K - $2.65K
|
2.81K
$491K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15- 0.13% |
$2.79K - $3.06K
|
11.1K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 1.53% |
$2.97K - $3.27K
|
1.03K
$180K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.53% |
$3.16K - $3.47K
|
3.19K
$557K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-20- 1.38% |
$3.72K - $4.08K
|
1.43K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.84% |
$4.46K - $4.9K
|
2.84K
$496K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 1.61% |
$4.65K - $5.1K
|
1.53K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-27- 1.99% |
$5.02K - $5.51K
|
1.33K
$232K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-28- 1.12% |
$5.2K - $5.72K
|
2.48K
$433K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-32- 1.93% |
$5.95K - $6.53K
|
1.63K
$284K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-34- 2.18% |
$6.32K - $6.94K
|
1.52K
$266K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-36- 0.53% |
$6.69K - $7.35K
|
6.76K
$1.18M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 1.27% |
$9.29K - $10.2K
|
3.9K
$681K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.26% |
$9.29K - $10.2K
|
18.8K
$3.29M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 1.59% |
$9.29K - $10.2K
|
3.1K
$542K
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-51- 0.06% |
$9.48K - $10.4K
|
83.2K
$14.5M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-56- 2.19% |
$10.4K - $11.4K
|
2.5K
$437K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-57- 4.4% |
$10.6K - $11.6K
|
1.24K
$216K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-58- 1.27% |
$10.8K - $11.8K
|
4.53K
$790K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-59- 3.15% |
$11K - $12K
|
1.81K
$316K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-69- 4.04% |
$12.8K - $14.1K
|
1.64K
$286K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-76- 0.26% |
$14.1K - $15.5K
|
28.9K
$5.04M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-79- 1.88% |
$14.7K - $16.1K
|
4.13K
$721K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-79- 2.04% |
$14.7K - $16.1K
|
3.8K
$664K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 2.39% |
$15.2K - $16.7K
|
3.35K
$585K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-84- 3.64% |
$15.6K - $17.1K
|
2.22K
$388K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-84- 2.54% |
$15.6K - $17.1K
|
3.23K
$563K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-92- 1.27% |
$17.1K - $18.8K
|
7.13K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-92- 1.06% |
$17.1K - $18.8K
|
8.61K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 12.03% |
$18.6K - $20.4K
|
731
$128K
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-128- 3.93% |
$23.8K - $26.1K
|
3.13K
$546K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-130- 0.32% |
$24.2K - $26.5K
|
40.1K
$7M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-131- 1.41% |
$24.3K - $26.7K
|
9.14K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-137- 0.17% |
$25.5K - $28K
|
79.6K
$13.9M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 3.25% |
$26.6K - $29.2K
|
4.26K
$743K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-148- 0.95% |
$27.5K - $30.2K
|
15.4K
$2.69M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150- 3.71% |
$27.9K - $30.6K
|
3.9K
$680K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-155- 32.56% |
$28.8K - $31.6K
|
321
$56K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-178- 2.38% |
$33.1K - $36.3K
|
7.31K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-179- 8.54% |
$33.3K - $36.5K
|
1.92K
$335K
|