Purchases and Sales Made in Q4 2022 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.92K+ 74.31% |
$211K - $253K
|
11.5K
$950K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.88KNew |
$209K - $251K
|
4.88K
$402K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 40.09% |
$199K - $239K
|
16.3K
$1.34M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.54KNew |
$194K - $234K
|
4.54K
$374K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.53K+ 4.19% |
$194K - $233K
|
113K
$9.26M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.41K+ 4.56% |
$189K - $227K
|
101K
$8.32M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.28K+ 7.83% |
$183K - $220K
|
58.9K
$4.85M
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.27K+ 47.89% |
$183K - $220K
|
13.2K
$1.09M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.11K+ 4.01% |
$176K - $211K
|
106K
$8.76M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$176K - $211K
|
4.1K
$338K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.02KNew |
$172K - $207K
|
4.02K
$331K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 84.16% |
$168K - $202K
|
8.61K
$709K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.74KNew |
$160K - $192K
|
3.74K
$308K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.48K+ 1.93% |
$149K - $179K
|
184K
$15.2M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.04K+ 17.77% |
$130K - $156K
|
20.1K
$1.66M
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 6.8% |
$129K - $155K
|
47.2K
$3.89M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.96KNew |
$127K - $152K
|
2.96K
$244K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.68K+ 4.48% |
$115K - $138K
|
62.4K
$5.14M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.47K+ 83.36% |
$106K - $127K
|
5.43K
$447K
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.42K+ 1.51% |
$104K - $124K
|
163K
$13.4M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.37K+ 376.15% |
$101K - $122K
|
3K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.7KNew |
$72.8K - $87.4K
|
1.7K
$140K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.7KNew |
$72.8K - $87.4K
|
1.7K
$140K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69KNew |
$72.1K - $86.6K
|
1.69K
$139K
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
1.57K+ 6.26% |
$67.2K - $80.7K
|
26.6K
$2.19M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.07K+ 403.77% |
$45.8K - $55K
|
1.34K
$110K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 8.23% |
$43.5K - $52.3K
|
13.4K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 134.21% |
$43.5K - $52.2K
|
1.77K
$146K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
835+ 3.5% |
$35.7K - $42.9K
|
24.7K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
794+ 5.47% |
$34K - $40.8K
|
15.3K
$1.26M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
731New |
$31.3K - $37.6K
|
731
$60.2K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
700+ 1.56% |
$30K - $36K
|
45.5K
$3.75M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
670+ 11.6% |
$28.7K - $34.4K
|
6.45K
$531K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
662+ 142.06% |
$28.3K - $34K
|
1.13K
$92.9K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
641+ 7.98% |
$27.4K - $33K
|
8.68K
$714K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
611+ 7.14% |
$26.2K - $31.4K
|
9.17K
$755K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
502+ 1.58% |
$21.5K - $25.8K
|
32.4K
$2.66M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
502+ 33.05% |
$21.5K - $25.8K
|
2.02K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
450New |
$19.3K - $23.1K
|
450
$37K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
421+ 6.48% |
$18K - $21.6K
|
6.92K
$570K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
415+ 10.64% |
$17.8K - $21.3K
|
4.32K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
408+ 1.93% |
$17.5K - $21K
|
21.5K
$1.77M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
406+ 6.29% |
$17.4K - $20.9K
|
6.86K
$565K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
400+ 8.62% |
$17.1K - $20.6K
|
5.04K
$415K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
367+ 6.1% |
$15.7K - $18.9K
|
6.38K
$526K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
366+ 6.03% |
$15.7K - $18.8K
|
6.44K
$530K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
301+ 11.3% |
$12.9K - $15.5K
|
2.97K
$244K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
296+ 4.23% |
$12.7K - $15.2K
|
7.29K
$600K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
274New |
$11.7K - $14.1K
|
274
$22.6K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
260+ 16.79% |
$11.1K - $13.4K
|
1.81K
$149K
|