Purchases and Sales Made in Q1 2021 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST NASDAQ TECHNOLOGY .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-743- 15.47% |
$36.3K - $40.3K
|
4.06K
$334K
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-821- 3.49% |
$40.1K - $44.5K
|
22.7K
$1.87M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-878- 4.16% |
$42.9K - $47.6K
|
20.2K
$1.66M
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-905- 6.54% |
$44.2K - $49.1K
|
12.9K
$1.06M
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-947- 12.52% |
$46.3K - $51.4K
|
6.62K
$545K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-950- 2.49% |
$46.4K - $51.5K
|
37.2K
$3.06M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.21K- 88.94% |
$58.9K - $65.4K
|
150
$12.3K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.28K- 61.35% |
$62.5K - $69.3K
|
805
$66.3K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.29K- 4.25% |
$62.8K - $69.7K
|
29K
$2.39M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.7K- 21.01% |
$83.1K - $92.2K
|
6.39K
$526K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.73K- 9.1% |
$84.4K - $93.6K
|
17.3K
$1.42M
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.8K- 90.17% |
$87.8K - $97.5K
|
196
$16.1K
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.85K- 21.47% |
$90.4K - $100K
|
6.76K
$557K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 5.08% |
$108K - $119K
|
41.1K
$3.38M
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.62K- 4.73% |
$128K - $142K
|
52.7K
$4.34M
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.63K- 4.95% |
$129K - $143K
|
50.6K
$4.16M
|
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.7KClosed |
$132K - $146K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.21K- 23.23% |
$157K - $174K
|
10.6K
$875K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.81K- 11.68% |
$186K - $207K
|
28.8K
$2.37M
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.99K- 24.26% |
$195K - $217K
|
12.5K
$1.03M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4K- 0.74% |
$195K - $217K
|
534K
$44M
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.4KClosed |
$215K - $239K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.52K- 8.3% |
$221K - $245K
|
49.9K
$4.1M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.85KClosed |
$237K - $263K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.85K- 39.11% |
$237K - $263K
|
7.55K
$622K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5K- 5.13% |
$244K - $271K
|
92.4K
$7.61M
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-5.47K- 11.57% |
$268K - $297K
|
41.8K
$3.44M
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.28K- 86.57% |
$307K - $341K
|
975
$80.3K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.54K- 21.16% |
$369K - $409K
|
28.1K
$2.31M
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.69K- 36.11% |
$376K - $417K
|
13.6K
$1.12M
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-8.63K- 31.66% |
$422K - $468K
|
18.6K
$1.53M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.4KClosed |
$509K - $565K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10.8K- 15.1% |
$530K - $588K
|
61K
$5.02M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 14.33% |
$556K - $617K
|
68K
$5.59M
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-12.9KClosed |
$632K - $701K
|
0
$0
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-14.3K- 51.15% |
$700K - $777K
|
13.7K
$1.13M
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-23KClosed |
$1.12M - $1.25M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.5K- 80.75% |
$1.3M - $1.44M
|
6.33K
$521K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.1K- 22.9% |
$1.32M - $1.47M
|
91.1K
$7.5M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.2K- 8.25% |
$1.43M - $1.58M
|
325K
$26.7M
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29.9KClosed |
$1.46M - $1.62M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-42.9KClosed |
$2.09M - $2.32M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.1K- 24.42% |
$2.89M - $3.21M
|
183K
$15.1M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62.1K- 61.52% |
$3.04M - $3.37M
|
38.9K
$3.2M
|