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 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.64K- 42.42% |
$142K - $170K
|
3.58K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.71K- 5.38% |
$146K - $175K
|
47.6K
$3.71M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.73K- 30.77% |
$148K - $176K
|
6.15K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.7K- 8.49% |
$200K - $238K
|
39.9K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.82K- 0.84% |
$206K - $246K
|
452K
$35.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.47K- 8.49% |
$242K - $288K
|
48.2K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.05K- 1.58% |
$273K - $325K
|
315K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.34K- 4.35% |
$289K - $344K
|
118K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.73K- 2.1% |
$309K - $369K
|
267K
$20.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.89K- 94.94% |
$318K - $379K
|
314
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 17.15% |
$329K - $392K
|
29.4K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 10.56% |
$371K - $442K
|
58.1K
$4.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.84K- 5.74% |
$423K - $505K
|
129K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8K- 3.29% |
$432K - $515K
|
235K
$18.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 14.22% |
$629K - $751K
|
70.3K
$5.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-17.8K- 83.9% |
$960K - $1.15M
|
3.41K
$266K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36K- 3.66% |
$1.94M - $2.32M
|
947K
$73.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-42.2K- 44.97% |
$2.28M - $2.72M
|
51.6K
$4.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-51.6K- 33.89% |
$2.78M - $3.32M
|
101K
$7.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53.5K- 48.87% |
$2.89M - $3.44M
|
56K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.8K- 3.62% |
$3.29M - $3.92M
|
1.62M
$126M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 13.53% |
$4M - $4.77M
|
474K
$36.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 6.86% |
$7.95M - $9.48M
|
2M
$156M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-184K- 73.44% |
$9.91M - $11.8M
|
66.4K
$5.17M
|