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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.92K+ 68.11% |
$288K - $329K
|
9.69K
$806K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.82K+ 141.51% |
$280K - $321K
|
6.52K
$542K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.81K+ 43.99% |
$280K - $320K
|
12.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.72KNew |
$273K - $312K
|
3.72K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.67K+ 88.93% |
$269K - $308K
|
7.8K
$649K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.64KNew |
$267K - $305K
|
3.64K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.54K+ 9.49% |
$260K - $297K
|
40.9K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.34K+ 37.47% |
$245K - $280K
|
12.2K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.32K+ 4.3% |
$243K - $278K
|
80.5K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.29K+ 63.46% |
$241K - $276K
|
8.47K
$705K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 7.88% |
$235K - $268K
|
43.7K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 7.34% |
$233K - $267K
|
46.5K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.1KNew |
$228K - $260K
|
3.1K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 17.3% |
$227K - $260K
|
21K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.82K+ 7.8% |
$207K - $237K
|
39K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.79KNew |
$205K - $234K
|
2.79K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.76K+ 46.71% |
$202K - $231K
|
8.66K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52K+ 2.85% |
$185K - $212K
|
91K
$7.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.48K+ 7.92% |
$182K - $208K
|
33.8K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36K+ 0.92% |
$173K - $198K
|
257K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.33K+ 34.35% |
$171K - $196K
|
9.12K
$759K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 5.52% |
$169K - $193K
|
44.1K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.1K+ 32.26% |
$154K - $177K
|
8.63K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.06K+ 0.74% |
$151K - $173K
|
280K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 4.6% |
$143K - $163K
|
44.2K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.8KNew |
$132K - $151K
|
1.8K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 4.17% |
$119K - $137K
|
40.7K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.57K+ 8.99% |
$115K - $131K
|
19K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.49K+ 3.61% |
$110K - $125K
|
42.9K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.44K+ 36.16% |
$106K - $121K
|
5.43K
$452K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 5.25% |
$106K - $121K
|
28.9K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 13.54% |
$104K - $119K
|
11.9K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 28.66% |
$95.7K - $109K
|
5.85K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 5.75% |
$94.2K - $108K
|
23.6K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 10.4% |
$91.2K - $104K
|
13.2K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 90.22% |
$84K - $96K
|
2.41K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.11K+ 15.64% |
$81.3K - $93K
|
8.19K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 2.0% |
$76.6K - $87.6K
|
53.2K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
922+ 17.8% |
$67.7K - $77.4K
|
6.1K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
913+ 2.99% |
$67K - $76.6K
|
31.5K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
873+ 19.73% |
$64.1K - $73.3K
|
5.3K
$441K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
849+ 16.28% |
$62.3K - $71.3K
|
6.06K
$505K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
843+ 4.94% |
$61.9K - $70.8K
|
17.9K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 16820.0% |
$61.7K - $70.6K
|
846
$70.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
835+ 62.73% |
$61.3K - $70.1K
|
2.17K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
798+ 6.08% |
$58.6K - $67K
|
13.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671+ 25.27% |
$49.2K - $56.3K
|
3.33K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
625+ 20.25% |
$45.9K - $52.5K
|
3.71K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
586+ 3.47% |
$43K - $49.2K
|
17.5K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
577+ 0.98% |
$42.3K - $48.4K
|
59.5K
$4.95M
|