Purchases and Sales Made in Q3 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 12.14% |
$249K - $269K
|
41.3K
$3.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.37K+ 22.87% |
$243K - $263K
|
23.5K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.17K+ 2.91% |
$232K - $251K
|
147K
$11.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.07KNew |
$226K - $245K
|
4.07K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.88KNew |
$216K - $234K
|
3.88K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.51K+ 10.97% |
$195K - $211K
|
35.5K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.49K+ 30.91% |
$194K - $210K
|
14.8K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3KNew |
$167K - $180K
|
3K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.94K+ 13.56% |
$164K - $177K
|
24.6K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.93K+ 63.99% |
$163K - $176K
|
7.5K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.57K+ 18.45% |
$143K - $154K
|
16.5K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.56K+ 9.69% |
$143K - $154K
|
29K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.52K+ 3.42% |
$140K - $151K
|
76K
$5.92M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 17.03% |
$140K - $151K
|
17.2K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.48K+ 6.47% |
$138K - $149K
|
40.8K
$3.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.38K+ 4.64% |
$132K - $143K
|
53.7K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.38K+ 11.99% |
$132K - $143K
|
22.2K
$1.73M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.33K+ 143.06% |
$130K - $140K
|
3.96K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 4.75% |
$128K - $138K
|
50.5K
$3.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.06K+ 159.18% |
$115K - $124K
|
3.36K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.98K+ 11.26% |
$110K - $119K
|
19.5K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.95KNew |
$108K - $117K
|
1.95K
$152K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.9K+ 1.19% |
$106K - $114K
|
162K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 0.14% |
$101K - $109K
|
1.31M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.67K+ 14.89% |
$92.7K - $100K
|
12.9K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 7.07% |
$87.7K - $94.7K
|
23.8K
$1.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.5K+ 28.85% |
$83.5K - $90.2K
|
6.7K
$522K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 1.77% |
$79.3K - $85.7K
|
82K
$6.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.35K+ 1.11% |
$74.9K - $81K
|
123K
$9.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.31K+ 21.21% |
$73K - $78.9K
|
7.5K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.3K+ 4.89% |
$72.4K - $78.2K
|
27.9K
$2.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.25K+ 24.78% |
$69.6K - $75.2K
|
6.3K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 6.7% |
$66.5K - $71.8K
|
19K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 20.3% |
$65.6K - $70.9K
|
6.99K
$544K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 0.79% |
$59.2K - $64K
|
136K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05K+ 1.58% |
$58.6K - $63.3K
|
67.9K
$5.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.03K+ 4.78% |
$57.5K - $62.1K
|
22.7K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 7.26% |
$52.3K - $56.5K
|
13.9K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
841+ 1.66% |
$46.8K - $50.6K
|
51.6K
$4.02M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
834+ 0.64% |
$46.4K - $50.2K
|
131K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
605+ 2.5% |
$33.7K - $36.4K
|
24.8K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
530+ 4.64% |
$29.5K - $31.9K
|
12K
$931K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
505+ 3.09% |
$28.1K - $30.4K
|
16.8K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
375+ 5.27% |
$20.9K - $22.6K
|
7.49K
$583K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
371+ 9.09% |
$20.6K - $22.3K
|
4.45K
$347K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
326+ 3.59% |
$18.1K - $19.6K
|
9.4K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
293+ 5.09% |
$16.3K - $17.6K
|
6.05K
$471K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
291+ 1.9% |
$16.2K - $17.5K
|
15.6K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
279+ 4.71% |
$15.5K - $16.8K
|
6.21K
$483K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
265+ 5.3% |
$14.7K - $15.9K
|
5.27K
$410K
|