Purchases and Sales Made in Q1 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
127+ 1.5% |
$6.06K - $6.87K
|
8.57K
$705K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
117New |
$5.58K - $6.33K
|
117
$9.63K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
112+ 0.86% |
$5.34K - $6.06K
|
13.1K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
75+ 1.17% |
$3.58K - $4.06K
|
6.46K
$532K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62+ 48.06% |
$2.96K - $3.35K
|
191
$15.7K
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
42+ 0.67% |
$2K - $2.27K
|
6.31K
$520K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
40+ 19.05% |
$1.91K - $2.16K
|
250
$20.6K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
33+ 0.2% |
$1.57K - $1.78K
|
16.6K
$1.36M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
26+ 0.39% |
$1.24K - $1.41K
|
6.75K
$556K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
25+ 1.24% |
$1.19K - $1.35K
|
2.05K
$168K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
20+ 0.4% |
$954 - $1.08K
|
5.02K
$414K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$954 - $1.08K
|
20
$1.65K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$811 - $920
|
17
$1.4K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.89% |
$525 - $595
|
1.25K
$103K
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.15% |
$429 - $487
|
5.98K
$492K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.05% |
$286 - $325
|
11.7K
$962K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$191 - $216
|
5.45K
$448K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$191 - $216
|
12.7K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.04% |
$95.4 - $108
|
5.21K
$429K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6- 0.12% |
$286 - $325
|
4.94K
$407K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21- 0.3% |
$1K - $1.14K
|
7.04K
$579K
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21- 0.16% |
$1K - $1.14K
|
13.1K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25- 0.09% |
$1.19K - $1.35K
|
26.5K
$2.18M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-44- 0.69% |
$2.1K - $2.38K
|
6.3K
$519K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-54- 1.0% |
$2.58K - $2.92K
|
5.33K
$439K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-56- 0.42% |
$2.67K - $3.03K
|
13.2K
$1.09M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-70- 11.16% |
$3.34K - $3.79K
|
557
$45.9K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-75- 5.62% |
$3.58K - $4.06K
|
1.26K
$104K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 1.13% |
$4.06K - $4.6K
|
7.47K
$615K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-91- 1.41% |
$4.34K - $4.92K
|
6.36K
$523K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-94- 0.19% |
$4.49K - $5.08K
|
49.1K
$4.04M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 0.14% |
$5.3K - $6K
|
78.2K
$6.44M
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-146- 0.24% |
$6.97K - $7.9K
|
59.4K
$4.89M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-159- 0.29% |
$7.59K - $8.6K
|
55.3K
$4.55M
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-160- 0.65% |
$7.64K - $8.65K
|
24.5K
$2.02M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-193- 0.78% |
$9.21K - $10.4K
|
24.7K
$2.03M
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-195- 10.78% |
$9.31K - $10.5K
|
1.61K
$133K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-197- 0.89% |
$9.4K - $10.7K
|
21.9K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-213- 94.67% |
$10.2K - $11.5K
|
12
$988
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-256- 0.41% |
$12.2K - $13.8K
|
62.8K
$5.17M
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-303- 1.16% |
$14.5K - $16.4K
|
25.7K
$2.12M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-359- 29.69% |
$17.1K - $19.4K
|
850
$70K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-367- 9.75% |
$17.5K - $19.9K
|
3.4K
$280K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-379- 18.89% |
$18.1K - $20.5K
|
1.63K
$134K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-381- 5.08% |
$18.2K - $20.6K
|
7.11K
$585K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-383- 7.02% |
$18.3K - $20.7K
|
5.07K
$418K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-388- 0.82% |
$18.5K - $21K
|
46.9K
$3.86M
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-400- 6.78% |
$19.1K - $21.6K
|
5.5K
$453K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 9.27% |
$19.1K - $21.6K
|
3.92K
$322K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-403- 1.25% |
$19.2K - $21.8K
|
32K
$2.63M
|