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 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-543- 0.9% |
$23.2K - $27.9K
|
59.6K
$4.91M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-548- 20.45% |
$23.5K - $28.2K
|
2.13K
$176K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-604- 4.23% |
$25.9K - $31.1K
|
13.7K
$1.12M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-609- 2.39% |
$26.1K - $31.3K
|
24.8K
$2.05M
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-721- 14.7% |
$30.9K - $37.1K
|
4.19K
$345K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-767- 2.81% |
$32.8K - $39.4K
|
26.5K
$2.18M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-840- 3.83% |
$36K - $43.2K
|
21.1K
$1.73M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1K- 23.66% |
$42.8K - $51.4K
|
3.23K
$266K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.02K- 18.47% |
$43.5K - $52.2K
|
4.48K
$369K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.11K- 2.48% |
$47.6K - $57.2K
|
43.8K
$3.6M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.15K- 11.89% |
$49.2K - $59.1K
|
8.52K
$701K
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.17K- 17.87% |
$50.1K - $60.2K
|
5.38K
$443K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.45% |
$57K - $68.4K
|
53.1K
$4.37M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-1.54K- 0.55% |
$65.9K - $79.1K
|
278K
$22.9M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 19.42% |
$69.6K - $83.6K
|
6.75K
$556K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.64K- 1.12% |
$70.2K - $84.4K
|
145K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 20.21% |
$74K - $88.8K
|
6.82K
$562K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.83K- 6.49% |
$78.3K - $94.1K
|
26.4K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.01K- 34.79% |
$86K - $103K
|
3.77K
$310K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.26K- 19.75% |
$96.6K - $116K
|
9.17K
$755K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 1.74% |
$101K - $122K
|
134K
$11M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.41K- 7.47% |
$103K - $124K
|
29.8K
$2.45M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.42K- 2.26% |
$104K - $124K
|
105K
$8.61M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.47K- 8.98% |
$106K - $127K
|
25.1K
$2.06M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.49K- 5.69% |
$149K - $180K
|
57.9K
$4.77M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.52K- 16.31% |
$150K - $181K
|
18K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.61K- 6.12% |
$155K - $186K
|
55.5K
$4.57M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.67K- 1.31% |
$157K - $189K
|
277K
$22.8M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.1K- 13.38% |
$175K - $211K
|
26.5K
$2.18M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.32K- 9.76% |
$228K - $273K
|
49.2K
$4.05M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.44K- 36.93% |
$233K - $280K
|
9.3K
$765K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.78K- 28.87% |
$247K - $297K
|
14.2K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-5.9K- 12.03% |
$253K - $303K
|
43.1K
$3.55M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.62K- 17.54% |
$283K - $340K
|
31.1K
$2.56M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.34K- 4.86% |
$357K - $429K
|
163K
$13.4M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.78K- 14.65% |
$376K - $451K
|
51.2K
$4.21M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.23K- 17.05% |
$395K - $475K
|
44.9K
$3.7M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.9K- 53.04% |
$467K - $561K
|
9.67K
$796K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.2K- 65.76% |
$738K - $886K
|
8.97K
$739K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.2K- 13.29% |
$738K - $887K
|
113K
$9.26M
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-17.6K- 11.69% |
$753K - $905K
|
133K
$10.9M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-21.3K- 15.46% |
$910K - $1.09M
|
116K
$9.57M
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.9K- 70.71% |
$979K - $1.18M
|
9.47K
$780K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.5K- 23.8% |
$1.05M - $1.26M
|
78.3K
$6.45M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.4K- 53.59% |
$1.21M - $1.46M
|
24.6K
$2.02M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-30K- 52.17% |
$1.29M - $1.54M
|
27.5K
$2.27M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.6K- 3.01% |
$1.74M - $2.09M
|
1.31M
$108M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.4K- 50.1% |
$2.2M - $2.64M
|
51.2K
$4.21M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.3K- 16.04% |
$2.71M - $3.25M
|
331K
$27.3M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-81.4K- 62.6% |
$3.49M - $4.19M
|
48.7K
$4.01M
|