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 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
250+ 1.89% |
$13.9K - $15K
|
13.5K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
244+ 1.92% |
$13.6K - $14.7K
|
12.9K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
217+ 1.01% |
$12.1K - $13.1K
|
21.8K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 0.46% |
$11.5K - $12.4K
|
44.8K
$3.73M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
177+ 0.76% |
$9.85K - $10.6K
|
23.4K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
116+ 3.57% |
$6.46K - $6.98K
|
3.36K
$280K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113New |
$6.29K - $6.8K
|
113
$9.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
112+ 1.38% |
$6.23K - $6.74K
|
8.21K
$683K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
105+ 2.45% |
$5.84K - $6.32K
|
4.38K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$5.01K - $5.41K
|
90
$7.49K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
83+ 0.42% |
$4.62K - $4.99K
|
19.8K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
72New |
$4.01K - $4.33K
|
72
$5.99K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
69+ 0.62% |
$3.84K - $4.15K
|
11.1K
$926K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
48New |
$2.67K - $2.89K
|
48
$4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 0.09% |
$2.67K - $2.89K
|
54.4K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.39% |
$1.28K - $1.38K
|
5.86K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.07% |
$1.11K - $1.2K
|
28.9K
$2.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 15.5% |
$1.11K - $1.2K
|
149
$12.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.2% |
$557 - $602
|
4.95K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.03% |
$557 - $602
|
37.6K
$3.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
10+ 0.24% |
$557 - $602
|
4.24K
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.15% |
$334 - $361
|
3.94K
$328K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$278 - $301
|
5.46K
$454K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3+ 0.06% |
$167 - $180
|
5.1K
$424K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.39% |
$111 - $120
|
511
$42.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$111 - $120
|
4.77K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.7 - $60.2
|
4.78K
$398K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.05% |
$55.7 - $60.2
|
2.03K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-21- 0.39% |
$1.17K - $1.26K
|
5.33K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-35- 0.46% |
$1.95K - $2.11K
|
7.49K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-54- 6.95% |
$3.01K - $3.25K
|
723
$60.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-54- 6.95% |
$3.01K - $3.25K
|
723
$60.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-65- 10.91% |
$3.62K - $3.91K
|
531
$44.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-67- 0.79% |
$3.73K - $4.03K
|
8.41K
$700K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-75- 1.43% |
$4.17K - $4.51K
|
5.17K
$430K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75- 0.43% |
$4.17K - $4.51K
|
17.2K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-93- 94.9% |
$5.18K - $5.59K
|
5
$416
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-93- 4.5% |
$5.18K - $5.59K
|
1.97K
$164K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-96- 7.64% |
$5.34K - $5.77K
|
1.16K
$96.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 1.37% |
$5.57K - $6.02K
|
7.21K
$600K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-115- 10.62% |
$6.4K - $6.92K
|
968
$80.6K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 1.97% |
$6.96K - $7.52K
|
6.21K
$517K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-150- 0.47% |
$8.35K - $9.02K
|
31.9K
$2.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-177- 3.77% |
$9.85K - $10.6K
|
4.51K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-240- 0.43% |
$13.4K - $14.4K
|
55.6K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-294- 1.44% |
$16.4K - $17.7K
|
20.1K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-313- 0.53% |
$17.4K - $18.8K
|
58.7K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-342- 0.76% |
$19K - $20.6K
|
44.8K
$3.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-350- 4.91% |
$19.5K - $21.1K
|
6.78K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-360- 0.58% |
$20K - $21.7K
|
61.8K
$5.14M
|