Purchases and Sales Made in Q4 2023 in First Trust Nasdaq Technology (TDIV)
This table provides information about the institutional ownership of First Trust Nasdaq Technology (TDIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
242K+ 28.8% |
$13.1M - $15.6M
|
1.08M
$84.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
182KNew |
$9.84M - $11.7M
|
182K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
105K+ 224.22% |
$5.66M - $6.75M
|
152K
$11.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 5.43% |
$5.55M - $6.62M
|
2M
$156M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.8K+ 7.65% |
$5.39M - $6.43M
|
1.4M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.3K+ 3.28% |
$3.2M - $3.82M
|
1.87M
$145M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.6K+ 14.23% |
$2.46M - $2.94M
|
366K
$28.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.7K+ 112.04% |
$2.36M - $2.81M
|
82.6K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38K+ 7.44% |
$2.05M - $2.45M
|
548K
$42.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.5KNew |
$2.03M - $2.42M
|
37.5K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37.1K+ 96.46% |
$2M - $2.39M
|
75.6K
$5.89M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.91M - $2.28M
|
35.3K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2KNew |
$1.9M - $2.27M
|
35.2K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.2K+ 89.66% |
$1.58M - $1.88M
|
61.9K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.2K+ 51.87% |
$1.52M - $1.82M
|
82.6K
$6.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.2K+ 53.9% |
$1.47M - $1.75M
|
77.7K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
26.3KNew |
$1.42M - $1.69M
|
26.3K
$2.05M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
25.2KNew |
$1.36M - $1.62M
|
25.2K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$1.3M - $1.56M
|
24.2K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.7K+ 31.97% |
$1.17M - $1.4M
|
89.6K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.7K+ 17.4% |
$1.07M - $1.27M
|
133K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.7K+ 7.96% |
$1.06M - $1.27M
|
267K
$20.8M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8K+ 122.18% |
$854K - $1.02M
|
28.8K
$2.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7K+ 66.82% |
$846K - $1.01M
|
39.1K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 36.43% |
$824K - $983K
|
57.2K
$4.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
14.5KNew |
$781K - $931K
|
14.5K
$1.13M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
13.4K+ 8.06% |
$725K - $865K
|
180K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.4K+ 686.29% |
$721K - $860K
|
15.3K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.1KNew |
$652K - $778K
|
12.1K
$940K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$632K - $754K
|
11.7K
$911K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
11.7K+ 3.83% |
$631K - $753K
|
317K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 2.18% |
$614K - $732K
|
534K
$41.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.2KNew |
$605K - $721K
|
11.2K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 2.94% |
$565K - $673K
|
366K
$28.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.87K+ 18.4% |
$533K - $636K
|
63.5K
$4.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.32K+ 38.42% |
$503K - $600K
|
33.6K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.03K+ 8.21% |
$488K - $582K
|
119K
$9.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.21KNew |
$443K - $528K
|
8.21K
$639K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.16K+ 58.66% |
$440K - $525K
|
22.1K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.02KNew |
$433K - $517K
|
8.02K
$625K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.57K+ 43.97% |
$409K - $487K
|
24.8K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.95K+ 3.94% |
$375K - $447K
|
184K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.29K+ 11.31% |
$339K - $405K
|
61.9K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.92K+ 44.98% |
$319K - $381K
|
19.1K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.79K+ 33.58% |
$312K - $372K
|
23K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.56K+ 40.73% |
$300K - $358K
|
19.2K
$1.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.49K+ 42.0% |
$296K - $353K
|
18.5K
$1.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$277K - $330K
|
5.12K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.12K+ 8.58% |
$276K - $330K
|
64.8K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.73KNew |
$255K - $304K
|
4.73K
$368K
|