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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
506+ 0.68% |
$37.1K - $42.5K
|
75.1K
$6.26M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$36.7K - $42K
|
500
$41.6K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
489+ 11.18% |
$35.9K - $41.1K
|
4.86K
$405K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
473+ 1.22% |
$34.7K - $39.7K
|
39.1K
$3.25M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
416+ 9.22% |
$30.5K - $34.9K
|
4.93K
$410K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
403New |
$29.6K - $33.8K
|
403
$33.5K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
397+ 9.24% |
$29.1K - $33.3K
|
4.69K
$391K
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
349+ 12.59% |
$25.6K - $29.3K
|
3.12K
$260K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 0.83% |
$24.1K - $27.6K
|
40K
$3.33M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
325+ 3.56% |
$23.9K - $27.3K
|
9.45K
$786K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
292+ 1.52% |
$21.4K - $24.5K
|
19.4K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
281New |
$20.6K - $23.6K
|
281
$23.4K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
275New |
$20.2K - $23.1K
|
275
$22.9K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
234+ 0.85% |
$17.2K - $19.6K
|
27.8K
$2.32M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
232New |
$17K - $19.5K
|
232
$19.3K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
226+ 9.9% |
$16.6K - $19K
|
2.51K
$209K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
215+ 4.59% |
$15.8K - $18K
|
4.9K
$408K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
201+ 1.93% |
$14.8K - $16.9K
|
10.6K
$885K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
197+ 5.57% |
$14.5K - $16.5K
|
3.73K
$311K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
174New |
$12.8K - $14.6K
|
174
$14.5K
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
165+ 0.56% |
$12.1K - $13.9K
|
29.8K
$2.48M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
159+ 4.11% |
$11.7K - $13.3K
|
4.03K
$335K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
157New |
$11.5K - $13.2K
|
157
$13.1K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
150+ 4.88% |
$11K - $12.6K
|
3.23K
$268K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
142New |
$10.4K - $11.9K
|
142
$11.8K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
142+ 3.29% |
$10.4K - $11.9K
|
4.45K
$371K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
131+ 2.13% |
$9.61K - $11K
|
6.29K
$524K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 4.07% |
$9.47K - $10.8K
|
3.3K
$275K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
126+ 2.66% |
$9.25K - $10.6K
|
4.87K
$405K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$7.34K - $8.4K
|
100
$8.32K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
100+ 2.93% |
$7.34K - $8.4K
|
3.52K
$293K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
99+ 0.06% |
$7.27K - $8.31K
|
155K
$12.9M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 2.9% |
$5.87K - $6.72K
|
2.84K
$236K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
66+ 1.69% |
$4.84K - $5.54K
|
3.97K
$330K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
66+ 0.73% |
$4.84K - $5.54K
|
9.11K
$759K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
65+ 9.15% |
$4.77K - $5.46K
|
775
$64.5K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
63+ 1.2% |
$4.62K - $5.29K
|
5.3K
$441K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 0.9% |
$4.11K - $4.7K
|
6.29K
$524K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$4.04K - $4.62K
|
55
$4.58K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54+ 1.89% |
$3.96K - $4.53K
|
2.91K
$243K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
39+ 8.44% |
$2.86K - $3.27K
|
501
$41.7K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
32+ 0.64% |
$2.35K - $2.69K
|
5K
$416K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
31+ 0.44% |
$2.28K - $2.6K
|
7.03K
$585K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
31+ 0.41% |
$2.28K - $2.6K
|
7.57K
$630K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 0.7% |
$2.13K - $2.43K
|
4.17K
$347K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
14+ 0.35% |
$1.03K - $1.18K
|
4.05K
$337K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$954 - $1.09K
|
4.8K
$400K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.39% |
$807 - $923
|
2.81K
$234K
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
10+ 0.16% |
$734 - $840
|
6.08K
$506K
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
9+ 0.04% |
$661 - $756
|
24.6K
$2.05M
|