Purchases and Sales Made in Q1 2025 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q1 2025. 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 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
165K+ 92.35% |
$12.1M - $13.8M
|
343K
$28.5M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 5.3% |
$8.75M - $10M
|
2.37M
$197M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
95.9KNew |
$7.03M - $8.05M
|
95.9K
$7.98M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
87.7K+ 44.76% |
$6.44M - $7.37M
|
284K
$23.6M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
82.2K+ 6686.5% |
$6.04M - $6.9M
|
83.5K
$6.95M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.8K+ 592.23% |
$4.69M - $5.36M
|
74.6K
$6.21M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.9K+ 158.06% |
$3.22M - $3.68M
|
71.7K
$5.97M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40.1KNew |
$2.95M - $3.37M
|
40.1K
$3.34M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.3K+ 6.72% |
$2.89M - $3.3M
|
625K
$52M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36KNew |
$2.64M - $3.02M
|
36K
$3M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35K+ 11.27% |
$2.57M - $2.93M
|
345K
$28.7M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33KNew |
$2.42M - $2.77M
|
33K
$2.74M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 2.95% |
$2.29M - $2.62M
|
1.09M
$90.7M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
27.8K+ 97.93% |
$2.04M - $2.33M
|
56.1K
$4.67M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.97M - $2.26M
|
26.9K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 5.62% |
$1.9M - $2.18M
|
487K
$40.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.7K+ 93.78% |
$1.81M - $2.07M
|
51K
$4.24M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.3KNew |
$1.56M - $1.79M
|
21.3K
$1.77M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 2030800.0% |
$1.49M - $1.7M
|
20.3K
$1.69M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
18.3KNew |
$1.35M - $1.54M
|
18.3K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 32.88% |
$1.19M - $1.36M
|
65.7K
$5.47M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.2K+ 15.03% |
$1.19M - $1.36M
|
124K
$10.3M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15.4KNew |
$1.13M - $1.29M
|
15.4K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.8K+ 89.03% |
$1.09M - $1.24M
|
31.4K
$2.62M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 1.02% |
$1.03M - $1.18M
|
1.39M
$116M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.1KNew |
$962K - $1.1M
|
13.1K
$1.09M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13KNew |
$956K - $1.09M
|
13K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.9K+ 30.87% |
$797K - $911K
|
46K
$3.83M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.7K+ 7.75% |
$783K - $896K
|
148K
$12.4M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9.96KNew |
$731K - $836K
|
9.96K
$829K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.92K+ 26.13% |
$728K - $833K
|
47.9K
$3.99M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
9.88K+ 106.4% |
$725K - $829K
|
19.2K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.24KNew |
$678K - $775K
|
9.24K
$769K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.38K+ 104700.0% |
$615K - $703K
|
8.38K
$698K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.77K+ 1.96% |
$570K - $652K
|
404K
$33.6M
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.7K+ 18.97% |
$565K - $646K
|
48.3K
$4.02M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.69K+ 7.21% |
$564K - $646K
|
114K
$9.51M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.67K+ 80.23% |
$563K - $644K
|
17.2K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.37K+ 16.15% |
$541K - $619K
|
53K
$4.41M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
7.16KNew |
$525K - $601K
|
7.16K
$596K
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.1K+ 177.56% |
$521K - $596K
|
11.1K
$924K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.71K+ 6.42% |
$492K - $563K
|
111K
$9.25M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$492K - $562K
|
6.7K
$558K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.54K+ 15.87% |
$480K - $549K
|
47.8K
$3.98M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.42K+ 38.09% |
$398K - $455K
|
19.6K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.21KNew |
$383K - $438K
|
5.21K
$434K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 4.17% |
$328K - $375K
|
112K
$9.29M
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.42K+ 96.1% |
$324K - $371K
|
9.01K
$750K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.1K+ 20.48% |
$301K - $344K
|
24.1K
$2.01M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.94K+ 6.14% |
$289K - $330K
|
68K
$5.66M
|