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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-405- 13.13% |
$19.3K - $21.9K
|
2.68K
$221K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-423- 28.47% |
$20.2K - $22.9K
|
1.06K
$87.5K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-465- 7.22% |
$22.2K - $25.2K
|
5.98K
$492K
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-508- 1.91% |
$24.2K - $27.5K
|
26.1K
$2.15M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-517- 4.46% |
$24.7K - $28K
|
11.1K
$912K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-615- 13.4% |
$29.3K - $33.3K
|
3.97K
$327K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 5.31% |
$34.6K - $39.3K
|
12.9K
$1.07M
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-762- 2.69% |
$36.4K - $41.2K
|
27.6K
$2.27M
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-800- 9.91% |
$38.2K - $43.3K
|
7.28K
$599K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-855- 11.47% |
$40.8K - $46.2K
|
6.6K
$543K
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-859- 16.89% |
$41K - $46.5K
|
4.23K
$348K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-883- 5.76% |
$42.1K - $47.8K
|
14.4K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-888- 14.49% |
$42.4K - $48K
|
5.24K
$431K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 2.08% |
$48.2K - $54.7K
|
47.6K
$3.92M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 14.87% |
$48.4K - $54.9K
|
5.81K
$478K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.02KClosed |
$48.5K - $55K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 0.38% |
$50K - $56.6K
|
276K
$22.7M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 2.33% |
$50.6K - $57.3K
|
44.5K
$3.66M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1.11K- 0.4% |
$53.1K - $60.2K
|
277K
$22.8M
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.17K- 3.44% |
$56K - $63.4K
|
32.9K
$2.71M
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.44K- 22.37% |
$68.6K - $77.8K
|
4.99K
$411K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 22.22% |
$71.6K - $81.1K
|
5.25K
$432K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 17.96% |
$76.4K - $86.5K
|
7.31K
$602K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.6K- 16.9% |
$76.4K - $86.5K
|
7.87K
$648K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 1.19% |
$92.2K - $105K
|
161K
$13.3M
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.95K- 21.01% |
$93.2K - $106K
|
7.34K
$605K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.18K- 31.48% |
$104K - $118K
|
4.74K
$390K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 4.06% |
$121K - $137K
|
59.9K
$4.93M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.81K- 24.31% |
$134K - $152K
|
8.74K
$719K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.82K- 9.06% |
$135K - $153K
|
28.3K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.9K- 34.04% |
$138K - $157K
|
5.62K
$463K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.49K- 16.57% |
$167K - $189K
|
17.6K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.54K- 88.1% |
$169K - $191K
|
478
$39.3K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.76K- 21.53% |
$179K - $203K
|
13.7K
$1.13M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.77K- 12.65% |
$180K - $204K
|
26K
$2.14M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.88K- 7.31% |
$185K - $210K
|
49.2K
$4.05M
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.4K- 47.93% |
$210K - $238K
|
4.78K
$393K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.93K- 2.12% |
$235K - $267K
|
227K
$18.7M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.16K- 5.19% |
$294K - $333K
|
113K
$9.26M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.36K- 4.4% |
$303K - $344K
|
138K
$11.4M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.97K- 95.52% |
$332K - $377K
|
327
$26.9K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.85K- 13.56% |
$375K - $425K
|
50.1K
$4.12M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.42K- 56.3% |
$450K - $510K
|
7.32K
$602K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 23.25% |
$498K - $565K
|
34.5K
$2.84M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 8.54% |
$529K - $600K
|
119K
$9.77M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.6K- 42.15% |
$554K - $628K
|
15.9K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 48.43% |
$613K - $695K
|
13.7K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.2K- 29.29% |
$725K - $822K
|
36.7K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16K- 24.85% |
$762K - $864K
|
48.3K
$3.97M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.8K- 84.64% |
$993K - $1.13M
|
3.78K
$311K
|