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 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
226+ 12.67% |
$9.67K - $11.6K
|
2.01K
$165K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
158+ 0.72% |
$6.76K - $8.12K
|
22.1K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
155New |
$6.63K - $7.97K
|
155
$12.8K
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
150New |
$6.42K - $7.71K
|
150
$12.3K
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
150+ 1.54% |
$6.42K - $7.71K
|
9.91K
$815K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
126+ 2.37% |
$5.39K - $6.48K
|
5.44K
$448K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
120+ 2.49% |
$5.14K - $6.17K
|
4.95K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
116+ 0.19% |
$4.96K - $5.96K
|
62.8K
$5.17M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110+ 2750.0% |
$4.71K - $5.66K
|
114
$9.38K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 1.4% |
$4.41K - $5.3K
|
7.45K
$614K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
96+ 10.06% |
$4.11K - $4.94K
|
1.05K
$86.4K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
95+ 82.61% |
$4.07K - $4.88K
|
210
$17.3K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 0.52% |
$3.68K - $4.42K
|
16.5K
$1.36M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.71K - $2.06K
|
40
$3.29K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 0.86% |
$1.67K - $2K
|
4.59K
$378K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38+ 6.45% |
$1.63K - $1.95K
|
627
$51.6K
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
36+ 0.66% |
$1.54K - $1.85K
|
5.46K
$449K
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
29+ 0.46% |
$1.24K - $1.49K
|
6.27K
$516K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.6% |
$514 - $617
|
2.01K
$165K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.68% |
$428 - $514
|
1.49K
$122K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$428 - $514
|
12.7K
$1.04M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.57% |
$300 - $360
|
1.24K
$102K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.86% |
$85.6 - $103
|
234
$19.3K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$85.6 - $103
|
2
$165
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.12% |
$85.6 - $103
|
1.7K
$140K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.85% |
$85.6 - $103
|
238
$19.6K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6- 0.1% |
$257 - $308
|
5.9K
$486K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 31.03% |
$385 - $463
|
20
$1.65K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.13% |
$642 - $771
|
11.7K
$962K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 77.27% |
$728 - $874
|
5
$412
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 0.33% |
$1.07K - $1.29K
|
7.55K
$622K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-31- 0.31% |
$1.33K - $1.59K
|
9.84K
$810K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-37- 0.14% |
$1.58K - $1.9K
|
26K
$2.14M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-45- 33.09% |
$1.93K - $2.31K
|
91
$7.49K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-45- 0.16% |
$1.93K - $2.31K
|
27.6K
$2.27M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 1.61% |
$4.28K - $5.14K
|
6.13K
$504K
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-107- 0.81% |
$4.58K - $5.5K
|
13.1K
$1.08M
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-114- 2.19% |
$4.88K - $5.86K
|
5.09K
$419K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-127- 0.7% |
$5.44K - $6.53K
|
18K
$1.48M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-240- 32.65% |
$10.3K - $12.3K
|
495
$40.7K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-250- 19.75% |
$10.7K - $12.9K
|
1.02K
$83.6K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-253- 2.13% |
$10.8K - $13K
|
11.6K
$955K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270- 0.95% |
$11.6K - $13.9K
|
28.1K
$2.31M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-370- 5.21% |
$15.8K - $19K
|
6.73K
$554K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-395- 4.25% |
$16.9K - $20.3K
|
8.91K
$733K
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-400- 4.38% |
$17.1K - $20.6K
|
8.74K
$719K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-410- 25.32% |
$17.5K - $21.1K
|
1.21K
$99.5K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-476- 4.14% |
$20.4K - $24.5K
|
11K
$906K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-480- 1.04% |
$20.5K - $24.7K
|
45.6K
$3.75M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 77.51% |
$21.8K - $26.2K
|
148
$12.2K
|