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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 3.74% |
$359K - $410K
|
126K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.11K- 17.44% |
$375K - $429K
|
24.2K
$2.02M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.2K- 23.38% |
$382K - $437K
|
17.1K
$1.42M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-5.56K- 1.78% |
$408K - $467K
|
307K
$25.5M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.58K- 25.58% |
$409K - $468K
|
16.2K
$1.35M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.65K- 25.03% |
$415K - $475K
|
16.9K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.82K- 32.21% |
$427K - $489K
|
12.3K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.18K- 8.9% |
$454K - $519K
|
63.3K
$5.27M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.57K- 22.79% |
$482K - $551K
|
22.2K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.55K- 5.9% |
$627K - $717K
|
136K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.05K- 7.85% |
$664K - $759K
|
106K
$8.84M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.46K- 5.68% |
$694K - $794K
|
157K
$13.1M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.5K- 13.01% |
$697K - $798K
|
63.5K
$5.29M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.3K- 39.0% |
$755K - $864K
|
16.1K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 24.75% |
$775K - $887K
|
32.1K
$2.67M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.7K- 31.71% |
$786K - $899K
|
23.1K
$1.92M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11.9K- 9.99% |
$873K - $998K
|
107K
$8.92M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 5.56% |
$901K - $1.03M
|
208K
$17.3M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.9K- 35.2% |
$947K - $1.08M
|
23.8K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.1K- 56.62% |
$959K - $1.1M
|
10K
$833K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.7K- 50.0% |
$1.15M - $1.32M
|
15.7K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.7KClosed |
$1.23M - $1.4M
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.6K- 4.42% |
$1.44M - $1.65M
|
425K
$35.4M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.8K- 1.41% |
$1.75M - $2M
|
1.66M
$138M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.5K- 24.03% |
$1.8M - $2.06M
|
77.4K
$6.45M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.8K- 11.87% |
$1.82M - $2.08M
|
184K
$15.3M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25K- 54.75% |
$1.84M - $2.1M
|
20.7K
$1.72M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-30.7K- 10.39% |
$2.25M - $2.57M
|
265K
$22M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.7K- 45.4% |
$2.47M - $2.83M
|
40.5K
$3.37M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.5K- 16.2% |
$2.9M - $3.32M
|
204K
$17M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-44.3K- 3.61% |
$3.25M - $3.72M
|
1.18M
$98.6M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50.5K- 67.61% |
$3.7M - $4.24M
|
24.2K
$2.01M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-67.5K- 95.84% |
$4.95M - $5.66M
|
2.93K
$244K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-82.3K- 98.64% |
$6.04M - $6.91M
|
1.13K
$94.4K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 5.53% |
$8.49M - $9.71M
|
1.98M
$164M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-121K- 96.13% |
$8.85M - $10.1M
|
4.86K
$404K
|