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 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
338+ 2.83% |
$18.2K - $21.8K
|
12.3K
$957K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
300New |
$16.2K - $19.3K
|
300
$23.4K
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
297+ 0.93% |
$16K - $19.1K
|
32.1K
$2.5M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
280+ 4.96% |
$15.1K - $18K
|
5.93K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
239+ 7.1% |
$12.9K - $15.4K
|
3.6K
$281K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
238New |
$12.8K - $15.3K
|
238
$18.5K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$12.7K - $15.1K
|
235
$18.3K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
225+ 2.58% |
$12.1K - $14.5K
|
8.94K
$696K
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
211+ 0.69% |
$11.4K - $13.6K
|
30.8K
$2.4M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
202New |
$10.9K - $13K
|
202
$15.7K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$10.8K - $12.9K
|
200
$15.6K
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
198+ 4.73% |
$10.7K - $12.7K
|
4.38K
$341K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
192+ 3.44% |
$10.4K - $12.4K
|
5.77K
$449K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
170+ 3.82% |
$9.18K - $10.9K
|
4.62K
$360K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112+ 0.08% |
$6.05K - $7.21K
|
147K
$11.5M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 37.74% |
$5.4K - $6.44K
|
365
$28.4K
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
95+ 0.38% |
$5.13K - $6.12K
|
24.9K
$1.94M
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
72+ 0.12% |
$3.89K - $4.64K
|
58.8K
$4.58M
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
69+ 1.12% |
$3.73K - $4.44K
|
6.25K
$487K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 12.52% |
$3.46K - $4.12K
|
575
$44.8K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53New |
$2.86K - $3.41K
|
53
$4.13K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
42+ 0.56% |
$2.27K - $2.7K
|
7.53K
$587K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39+ 0.67% |
$2.11K - $2.51K
|
5.9K
$459K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
23+ 0.68% |
$1.24K - $1.48K
|
3.38K
$263K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21+ 0.26% |
$1.13K - $1.35K
|
8.23K
$641K
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15+ 0.32% |
$810 - $966
|
4.7K
$366K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 9.4% |
$756 - $901
|
163
$12.7K
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
11+ 0.18% |
$594 - $708
|
6K
$467K
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.25% |
$540 - $644
|
3.95K
$308K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 0.15% |
$432 - $515
|
5.47K
$426K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.72% |
$378 - $451
|
975
$75.9K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.52% |
$324 - $386
|
1.17K
$90.9K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.1% |
$108 - $129
|
2.03K
$158K
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$54 - $64.4
|
4.78K
$372K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-14- 0.8% |
$756 - $901
|
1.74K
$136K
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 0.54% |
$1.62K - $1.93K
|
5.56K
$433K
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-35- 0.83% |
$1.89K - $2.25K
|
4.21K
$327K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37- 0.16% |
$2K - $2.38K
|
23.8K
$1.85M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-37- 19.37% |
$2K - $2.38K
|
154
$12K
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-40- 0.72% |
$2.16K - $2.58K
|
5.5K
$428K
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-43- 0.46% |
$2.32K - $2.77K
|
9.35K
$728K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-50- 6.92% |
$2.7K - $3.22K
|
673
$52.4K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 6.92% |
$2.7K - $3.22K
|
673
$52.4K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-55- 2.64% |
$2.97K - $3.54K
|
2.03K
$158K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-73- 0.98% |
$3.94K - $4.7K
|
7.41K
$577K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-77- 1.76% |
$4.16K - $4.96K
|
4.31K
$335K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-77- 1.61% |
$4.16K - $4.96K
|
4.7K
$366K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-81- 15.25% |
$4.37K - $5.22K
|
450
$35K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 0.22% |
$4.86K - $5.8K
|
40.2K
$3.13M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-97- 4.92% |
$5.24K - $6.25K
|
1.88K
$146K
|